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ANWFX vs MGORX
ANWFX vs MGORX Comparison
Open Charts ANWFX vs MGORX
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Morgan Stanley Inst Global Opp IR
Price$39.42
Change-$0.60 (-1.50%)
VolumeN/A
Net Assets3.35B
ANWFX vs MGORX Comparison Chart
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ANWFX vs. MGORX commentary
Jun 16, 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 ANWFX is a Buy and MGORX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. MGORX (3.35B). ANWFX pays higher dividends than MGORX: ANWFX (0.73) vs MGORX (0.00). ANWFX was incepted earlier than MGORX: ANWFX (17 years) vs MGORX (7 years). MGORX (0.85) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MGORX (19.00). ANWFX has a lower initial minimum investment than MGORX: ANWFX (250) vs MGORX (5000000). MGORX annual gain was more profitable for investors over the last year : 18.77 vs. ANWFX (9.12). ANWFX return over 5 years is better than : 49.23 vs. MGORX (22.23).
| ANWFX | MGORX | ANWFX / MGORX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 0.85 | 61% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 8.788 | 11.798 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 3.35B | 4,503% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 9.12 | 18.77 | 49% |
| Returns for 3 years | 43.63 | 61.96 | 70% |
| Returns for 5 years | 49.23 | 22.23 | 221% |
| Returns for 10 years | 78.05 | N/A | - |
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