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ANWFX vs FMSRX
ANWFX vs FMSRX Comparison
Open Charts ANWFX vs FMSRX
American Funds New Perspective F2
Price$71.41
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Frontier MFG Global Sustainable Svc
Price$17.07
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets32M
ANWFX vs FMSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. FMSRX (32M). FMSRX pays higher dividends than ANWFX: FMSRX (0.78) vs ANWFX (0.70). 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: 43.00 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 : 15.93 vs. ANWFX (13.90).
| 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 | 15.569 | 17.481 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 32M | 496,875% |
| Annual Yield % from dividends | 0.70 | 0.78 | 90% |
| Returns for 1 year | 13.90 | 15.93 | 87% |
| Returns for 3 years | 35.16 | 53.78 | 65% |
| Returns for 5 years | 39.36 | N/A | - |
| Returns for 10 years | 88.81 | N/A | - |
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