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ANWPX vs MDEGX
ANWPX vs MDEGX Comparison
Open Charts ANWPX vs MDEGX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
BlackRock Unconstrained Equity Inv A
Price$15.18
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets1.02B
ANWPX vs MDEGX Comparison Chart in %
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ANWPX vs. MDEGX commentary
Sep 08, 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 ANWPX is a Buy and MDEGX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. MDEGX (1.02B). ANWPX pays higher dividends than MDEGX: ANWPX (0.50) vs MDEGX (0.00). ANWPX was incepted earlier than MDEGX: ANWPX (53 years) vs MDEGX (20 years). MDEGX (1.22) is less costly to investors than ANWPX (0.73). MDEGX is a more actively managed with annual turnover of: 62.00 vs. ANWPX (24.00). ANWPX initial investment is less costly to investors than MDEGX (5%) vs MDEGX (5%). ANWPX has a lower initial minimum investment than MDEGX: ANWPX (250) vs MDEGX (1000). ANWPX annual gain was more profitable for investors over the last year : 15.20 vs. MDEGX (10.08). ANWPX return over 5 years is better than : 35.52 vs. MDEGX (10.05).
| ANWPX | MDEGX | ANWPX / MDEGX | |
| Total Expense Ratio | 0.73 | 1.20 | 61% |
| Annual Report Gross Expense Ratio | 0.73 | 1.22 | 60% |
| Fund Existence | 53 years | 20 years | - |
| Gain YTD | 15.778 | 9.445 | 167% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 1.02B | 15,634% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.20 | 10.08 | 151% |
| Returns for 3 years | 48.87 | 60.30 | 81% |
| Returns for 5 years | 35.52 | 10.05 | 354% |
| Returns for 10 years | 98.99 | 23.73 | 417% |