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ANWPX vs MGKIX
ANWPX vs MGKIX Comparison
Open Charts ANWPX vs MGKIX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
Morgan Stanley Global Permanence I
Price$14.88
Change+$0.18 (+1.22%)
VolumeN/A
Net Assets4.51M
ANWPX vs MGKIX Comparison Chart in %
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ANWPX vs. MGKIX commentary
Sep 09, 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: 159B vs. MGKIX (4.51M). MGKIX pays higher dividends than ANWPX: MGKIX (2.67) vs ANWPX (0.50). ANWPX was incepted earlier than MGKIX: ANWPX (53 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). MGKIX annual gain was more profitable for investors over the last year : 16.71 vs. ANWPX (15.20). ANWPX return over 5 years is better than : 35.52 vs. MGKIX (30.18).
| ANWPX | MGKIX | ANWPX / MGKIX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 7.60 | 10% |
| Fund Existence | 53 years | 6 years | - |
| Gain YTD | 15.778 | 30.641 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 4.51M | 3,527,063% |
| Annual Yield % from dividends | 0.50 | 2.67 | 19% |
| Returns for 1 year | 15.20 | 16.71 | 91% |
| Returns for 3 years | 48.87 | 46.48 | 105% |
| Returns for 5 years | 35.52 | 30.18 | 118% |
| Returns for 10 years | 98.99 | N/A | - |
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