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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$66.62
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets38.3B
American Funds New Perspective A
Price$68.45
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets152.86B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Jun 27, 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: 153B vs. ANEFX (38.3B). 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 : 9.75 vs. ANEFX (6.20). ANWPX return over 5 years is better than : 48.90 vs. ANEFX (42.29).
| 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 | 8.981 | 10.208 | 88% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3B | 153B | 25% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 6.20 | 9.75 | 64% |
| Returns for 3 years | 50.47 | 38.90 | 130% |
| Returns for 5 years | 42.29 | 48.90 | 86% |
| Returns for 10 years | 65.05 | 77.91 | 83% |
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