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ANWFX vs FMSRX
ANWFX vs FMSRX Comparison
Open Charts ANWFX vs FMSRX
American Funds New Perspective F2
Price$74.38
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
MFG Global Sustainable Service
Price$17.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.69M
ANWFX vs FMSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. FMSRX (32.7M). FMSRX pays higher dividends than ANWFX: FMSRX (0.74) vs ANWFX (0.66). ANWFX was incepted earlier than FMSRX: ANWFX (17 years) vs FMSRX (5 years). FMSRX (1.99) is less costly to investors than ANWFX (0.52). FMSRX is a more actively managed with annual turnover of: 55.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than FMSRX: ANWFX (250) vs FMSRX (10000). ANWFX (12.25) and FMSRX (12.24) have marching annual gain over last year. FMSRX return over 5 years is better than : 54.07 vs. ANWFX (25.55).
| ANWFX | FMSRX | ANWFX / FMSRX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 1.99 | 26% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 20.375 | 20.096 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 32.7M | 498,471% |
| Annual Yield % from dividends | 0.66 | 0.74 | 88% |
| Returns for 1 year | 12.25 | 12.24 | 100% |
| Returns for 3 years | 45.93 | 67.31 | 68% |
| Returns for 5 years | 25.55 | 54.07 | 47% |
| Returns for 10 years | 95.20 | N/A | - |
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