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ANWFX vs FMSRX
ANWFX vs FMSRX Comparison
Open Charts ANWFX vs FMSRX
American Funds New Perspective F2
Price$73.81
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
MFG Global Sustainable Service
Price$17.45
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets32.98M
ANWFX vs FMSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 165B vs. FMSRX (33M). FMSRX pays higher dividends than ANWFX: FMSRX (0.75) vs ANWFX (0.65). 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). FMSRX annual gain was more profitable for investors over the last year : 14.13 vs. ANWFX (13.30). FMSRX return over 5 years is better than : 55.27 vs. ANWFX (32.72).
| 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 | 19.453 | 20.096 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 33M | 500,000% |
| Annual Yield % from dividends | 0.65 | 0.75 | 88% |
| Returns for 1 year | 13.30 | 14.13 | 94% |
| Returns for 3 years | 50.37 | 74.04 | 68% |
| Returns for 5 years | 32.72 | 55.27 | 59% |
| Returns for 10 years | 97.50 | N/A | - |
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