Interact to see
Advertisement
Advertisement
ANWFX vs MGTSX
ANWFX vs MGTSX Comparison
Open Charts ANWFX vs MGTSX
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets152.4B
Morgan Stanley Inst Global Opp R6
Price$39.37
Change-$0.60 (-1.50%)
VolumeN/A
Net Assets3.4B
ANWFX vs MGTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. MGTSX commentary
Jun 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 MGTSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 152B vs. MGTSX (3.4B). ANWFX pays higher dividends than MGTSX: ANWFX (0.73) vs MGTSX (0.00). ANWFX was incepted earlier than MGTSX: ANWFX (17 years) vs MGTSX (12 years). MGTSX (0.87) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MGTSX (19.00). ANWFX has a lower initial minimum investment than MGTSX: ANWFX (250) vs MGTSX (5000000). MGTSX annual gain was more profitable for investors over the last year : 20.65 vs. ANWFX (9.12). ANWFX return over 5 years is better than : 49.23 vs. MGTSX (24.09).
| ANWFX | MGTSX | ANWFX / MGTSX | |
| Total Expense Ratio | 0.52 | 0.87 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 8.788 | 13.487 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 3.4B | 4,465% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 9.12 | 20.65 | 44% |
| Returns for 3 years | 43.63 | 64.42 | 68% |
| Returns for 5 years | 49.23 | 24.09 | 204% |
| Returns for 10 years | 78.05 | 147.65 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement