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ANWFX vs MGORX
ANWFX vs MGORX Comparison
Open Charts ANWFX vs MGORX
American Funds New Perspective F2
Price$70.98
Change-$0.39 (-0.55%)
VolumeN/A
Net Assets162.72B
Morgan Stanley Inst Global Opp IR
Price$35.11
Change-$6.28 (-15.17%)
VolumeN/A
Net Assets3.12B
ANWFX vs MGORX Comparison Chart in %
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ANWFX vs. MGORX commentary
Feb 05, 2026
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 ANWFX is a Hold and MGORX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. MGORX (3.12B). ANWFX pays higher dividends than MGORX: ANWFX (1.20) vs MGORX (0.00). ANWFX was incepted earlier than MGORX: ANWFX (18 years) vs MGORX (8 years). MGORX (0.85) is less costly to investors than ANWFX (0.51). ANWFX is a more actively managed with annual turnover of: 23.00 vs. MGORX (19.00). ANWFX has a lower initial minimum investment than MGORX: ANWFX (250) vs MGORX (5000000). ANWFX annual gain was more profitable for investors over the last year : 13.20 vs. MGORX (-6.47). ANWFX return over 5 years is better than : 17.76 vs. MGORX (-25.87).
| ANWFX | MGORX | ANWFX / MGORX | |
| Total Expense Ratio | 0.51 | 0.85 | 60% |
| Annual Report Gross Expense Ratio | 0.51 | 0.85 | 60% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 1.609 | -2.472 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 3.12B | 5,226% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.20 | -6.47 | -204% |
| Returns for 3 years | 42.41 | 42.20 | 100% |
| Returns for 5 years | 17.76 | -25.87 | -69% |
| Returns for 10 years | 130.29 | N/A | - |
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