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ANWPX vs MGKIX
ANWPX vs MGKIX Comparison
Open Charts ANWPX vs MGKIX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets152.4B
Morgan Stanley Global Permanence I
Price$13.85
Change-$0.12 (-0.86%)
VolumeN/A
Net Assets3.99M
ANWPX vs MGKIX Comparison Chart
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ANWPX vs. MGKIX 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 ANWPX is a Buy and MGKIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 152B vs. MGKIX (3.99M). MGKIX pays higher dividends than ANWPX: MGKIX (2.90) vs ANWPX (0.53). ANWPX was incepted earlier than MGKIX: ANWPX (52 years) vs MGKIX (6 years). MGKIX (7.60) is less costly to investors than ANWPX (0.73). MGKIX is a more actively managed with annual turnover of: 62.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than MGKIX: ANWPX (250) vs MGKIX (1000000). ANWPX (8.94) and MGKIX (8.91) have marching annual gain over last year. ANWPX return over 5 years is better than : 48.42 vs. MGKIX (34.90).
| ANWPX | MGKIX | ANWPX / MGKIX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 7.60 | 10% |
| Fund Existence | 52 years | 6 years | - |
| Gain YTD | 8.678 | 22.651 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 3.99M | 3,812,390% |
| Annual Yield % from dividends | 0.53 | 2.90 | 18% |
| Returns for 1 year | 8.94 | 8.91 | 100% |
| Returns for 3 years | 43.13 | 44.98 | 96% |
| Returns for 5 years | 48.42 | 34.90 | 139% |
| Returns for 10 years | 77.43 | N/A | - |
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