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ANWPX vs MREGX
ANWPX vs MREGX Comparison
Open Charts ANWPX vs MREGX
American Funds New Perspective A
Price$57.39
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
BlackRock Unconstrained Equity R
Price$12.48
Change-$0.51 (-3.93%)
VolumeN/A
Net Assets1.26B
ANWPX vs MREGX Comparison Chart
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ANWPX vs. MREGX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Hold and MREGX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. MREGX (1.26B). ANWPX pays higher dividends than MREGX: ANWPX (0.58) vs MREGX (0.00). ANWPX was incepted earlier than MREGX: ANWPX (52 years) vs MREGX (18 years). MREGX (1.63) is less costly to investors than ANWPX (0.73). MREGX is a more actively managed with annual turnover of: 31.00 vs. ANWPX (24.00). MREGX has a lower initial minimum investment than ANWPX: MREGX (100) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : -1.75 vs. MREGX (-13.33). ANWPX return over 5 years is better than : 46.63 vs. MREGX (6.39).
| ANWPX | MREGX | ANWPX / MREGX | |
| Total Expense Ratio | 0.73 | 1.45 | 50% |
| Annual Report Gross Expense Ratio | 0.73 | 1.63 | 45% |
| Fund Existence | 52 years | 18 years | - |
| Gain YTD | -5.571 | -11.048 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.26B | 10,443% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -1.75 | -13.33 | 13% |
| Returns for 3 years | 3.57 | -5.17 | -69% |
| Returns for 5 years | 46.63 | 6.39 | 729% |
| Returns for 10 years | 54.09 | -7.53 | -718% |
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