Interact to see
Advertisement
Advertisement
ANWFX vs MGORX
ANWFX vs MGORX Comparison
Open Charts ANWFX vs MGORX
American Funds New Perspective F2
Price$73.81
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Morgan Stanley Inst Global Opp IR
Price$39.92
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets3.35B
ANWFX vs MGORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. MGORX commentary
Nov 14, 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: 165B vs. MGORX (3.35B). ANWFX pays higher dividends than MGORX: ANWFX (0.65) 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). ANWFX annual gain was more profitable for investors over the last year : 14.89 vs. MGORX (2.42). ANWFX return over 5 years is better than : 34.93 vs. MGORX (-7.07).
| 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 | 21.444 | 13.018 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 3.35B | 4,922% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 14.89 | 2.42 | 617% |
| Returns for 3 years | 51.57 | 47.59 | 108% |
| Returns for 5 years | 34.93 | -7.07 | -494% |
| Returns for 10 years | 102.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HFECX | 57.67 | 0.37 | +0.65% |
| Janus Henderson European Focus C | |||
| BBVSX | 15.32 | 0.03 | +0.20% |
| Bridge Builder Small/Mid Cap Value | |||
| IPFCX | 31.86 | 0.03 | +0.09% |
| Poplar Forest Cornerstone Investor | |||
| FSTCX | 59.44 | N/A | N/A |
| Fidelity Select Telecommunications Port | |||
| WHIYX | 5.94 | -0.01 | -0.17% |
| Macquarie High Income Fund Class Y | |||