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ANWPX vs MDEGX
ANWPX vs MDEGX Comparison
Open Charts ANWPX vs MDEGX
American Funds New Perspective A
Price$73.04
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets161.39B
BlackRock Unconstrained Equity Inv A
Price$15.27
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets1.01B
ANWPX vs MDEGX Comparison Chart in %
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ANWPX vs. MDEGX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 161B vs. MDEGX (1.01B). 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 : 10.88 vs. MDEGX (5.67). ANWPX return over 5 years is better than : 41.02 vs. MDEGX (13.99).
| 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 | 17.598 | 10.094 | 174% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.01B | 15,956% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 10.88 | 5.67 | 192% |
| Returns for 3 years | 61.80 | 75.11 | 82% |
| Returns for 5 years | 41.02 | 13.99 | 293% |
| Returns for 10 years | 112.27 | 33.31 | 337% |
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