ANEFX
Price
$64.12
Change
+$0.06 (+0.09%)
Updated
Jun 5 closing price
Net Assets
36.97B
ANWPX
Price
$67.24
Change
-$0.25 (-0.37%)
Updated
Jun 5 closing price
Net Assets
150.71B
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ANEFX vs ANWPX

Header iconANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPXBanner chart's image
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.

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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).
ANEFXANWPXANEFX / ANWPX
Total Expense Ratio0.750.73103%
Annual Report Gross Expense Ratio0.750.73103%
Fund Existence42 years52 years-
Gain YTD4.7938.66255%
Front Load6%6%100%
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets37B151B25%
Annual Yield % from dividends0.000.53-
Returns for 1 year5.439.2759%
Returns for 3 years38.8129.45132%
Returns for 5 years35.1343.8080%
Returns for 10 years61.6978.1279%
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