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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$59.62
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets34.52B
American Funds New Perspective A
Price$63.53
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
ANEFX vs ANWPX Comparison Chart
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ANEFX vs. ANWPX commentary
May 12, 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: 142B vs. ANEFX (34.5B). ANWPX pays higher dividends than ANEFX: ANWPX (0.56) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (41 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 : 5.39 vs. ANEFX (0.79). ANWPX return over 5 years is better than : 47.09 vs. ANEFX (36.82).
| ANEFX | ANWPX | ANEFX / ANWPX | |
| Total Expense Ratio | 0.75 | 0.73 | 103% |
| Annual Report Gross Expense Ratio | 0.75 | 0.73 | 103% |
| Fund Existence | 41 years | 52 years | - |
| Gain YTD | -2.470 | 2.286 | -108% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5B | 142B | 24% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 0.79 | 5.39 | 15% |
| Returns for 3 years | 34.75 | 27.74 | 125% |
| Returns for 5 years | 36.82 | 47.09 | 78% |
| Returns for 10 years | 51.91 | 65.41 | 79% |
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