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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$63.12
Change+$0.57 (+0.91%)
VolumeN/A
Net Assets36.89B
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
ANEFX vs ANWPX Comparison Chart
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ANEFX vs. ANWPX commentary
Jan 19, 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 ANEFX is a Buy and ANWPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. ANEFX (36.9B). ANWPX pays higher dividends than ANEFX: ANWPX (0.83) vs ANEFX (0.21). ANEFX was incepted earlier than ANWPX: ANEFX (41 years) vs ANWPX (52 years). ANEFX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). ANEFX (250) and ANWPX (250) have matching initial minimum investment requirements. ANEFX annual gain was more profitable for investors over the last year : 16.78 vs. ANWPX (15.42). ANEFX (33.26) and ANWPX (32.08) have equivalent 5 years return.
| ANEFX | ANWPX | ANEFX / ANWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 41 years | 52 years | - |
| Gain YTD | 3.255 | 2.061 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9B | 145B | 25% |
| Annual Yield % from dividends | 0.21 | 0.83 | 25% |
| Returns for 1 year | 16.78 | 15.42 | 109% |
| Returns for 3 years | 13.06 | 2.45 | 533% |
| Returns for 5 years | 33.26 | 32.08 | 104% |
| Returns for 10 years | 72.12 | 78.32 | 92% |
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