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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$69.63
Change+$0.98 (+1.43%)
VolumeN/A
Net Assets39.17B
American Funds New Perspective A
Price$71.54
Change+$0.84 (+1.19%)
VolumeN/A
Net Assets156.95B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Aug 13, 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 StrongBuy and ANWPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 157B vs. ANEFX (39.2B). ANWPX pays higher dividends than ANEFX: ANWPX (0.50) 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 : 17.59 vs. ANEFX (14.67). ANWPX (37.78) and ANEFX (36.32) have equivalent 5 years return.
| 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 | 13.905 | 15.183 | 92% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 157B | 25% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 14.67 | 17.59 | 83% |
| Returns for 3 years | 43.88 | 34.42 | 127% |
| Returns for 5 years | 36.32 | 37.78 | 96% |
| Returns for 10 years | 75.01 | 88.10 | 85% |
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