Interact to see
Advertisement
Advertisement
ANWPX vs MGKAX
ANWPX vs MGKAX Comparison
Open Charts ANWPX vs MGKAX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Morgan Stanley Global Permanence A
Price$13.62
Change-$0.12 (-0.87%)
VolumeN/A
Net Assets3.95M
ANWPX vs MGKAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. MGKAX 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 ANWPX is a Buy and MGKAX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. MGKAX (3.95M). MGKAX pays higher dividends than ANWPX: MGKAX (2.47) vs ANWPX (0.53). ANWPX was incepted earlier than MGKAX: ANWPX (52 years) vs MGKAX (6 years). MGKAX (8.22) is less costly to investors than ANWPX (0.73). MGKAX is a more actively managed with annual turnover of: 62.00 vs. ANWPX (24.00). ANWPX initial investment is less costly to investors than MGKAX (5%) vs MGKAX (5%). ANWPX has a lower initial minimum investment than MGKAX: ANWPX (250) vs MGKAX (1000). ANWPX annual gain was more profitable for investors over the last year : 8.94 vs. MGKAX (7.39). ANWPX return over 5 years is better than : 48.42 vs. MGKAX (30.85).
| ANWPX | MGKAX | ANWPX / MGKAX | |
| Total Expense Ratio | 0.73 | 1.35 | 54% |
| Annual Report Gross Expense Ratio | 0.73 | 8.22 | 9% |
| Fund Existence | 52 years | 6 years | - |
| Gain YTD | 8.678 | 21.390 | 41% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 3.95M | 3,820,850% |
| Annual Yield % from dividends | 0.53 | 2.47 | 21% |
| Returns for 1 year | 8.94 | 7.39 | 121% |
| Returns for 3 years | 43.13 | 41.77 | 103% |
| Returns for 5 years | 48.42 | 30.85 | 157% |
| Returns for 10 years | 77.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement