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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$64.12
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets36.97B
American Funds New Perspective A
Price$67.24
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets150.71B
ANEFX vs ANWPX Comparison Chart
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ANEFX vs. ANWPX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. ANEFX (37B). ANWPX pays higher dividends than ANEFX: ANWPX (0.53) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (42 years) vs ANWPX (52 years). ANEFX (0.75) and ANWPX (0.73) have similar cost to investors . ANEFX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (24.00). ANEFX (6%) and ANWPX (6%) have equivalent initial investment costs. ANEFX (250) and ANWPX (250) have matching initial minimum investment requirements. ANWPX annual gain was more profitable for investors over the last year : 9.27 vs. ANEFX (5.43). ANWPX return over 5 years is better than : 43.80 vs. ANEFX (35.13).
| ANEFX | ANWPX | ANEFX / ANWPX | |
| Total Expense Ratio | 0.75 | 0.73 | 103% |
| Annual Report Gross Expense Ratio | 0.75 | 0.73 | 103% |
| Fund Existence | 42 years | 52 years | - |
| Gain YTD | 4.793 | 8.662 | 55% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 151B | 25% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 5.43 | 9.27 | 59% |
| Returns for 3 years | 38.81 | 29.45 | 132% |
| Returns for 5 years | 35.13 | 43.80 | 80% |
| Returns for 10 years | 61.69 | 78.12 | 79% |
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