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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$58.04
Change-$2.05 (-3.41%)
VolumeN/A
Net Assets35B
American Funds New Perspective A
Price$61.34
Change-$1.96 (-3.10%)
VolumeN/A
Net Assets143.42B
ANEFX vs ANWPX Comparison Chart
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ANEFX vs. ANWPX commentary
Mar 11, 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 Hold and ANWPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 143B vs. ANEFX (35B). ANWPX pays higher dividends than ANEFX: ANWPX (0.55) 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 : 5.56 vs. ANEFX (0.96). ANWPX return over 5 years is better than : 45.80 vs. ANEFX (38.75).
| 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 | -1.701 | 1.916 | -89% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35B | 143B | 24% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 0.96 | 5.56 | 17% |
| Returns for 3 years | 23.66 | 19.40 | 122% |
| Returns for 5 years | 38.75 | 45.80 | 85% |
| Returns for 10 years | 60.36 | 73.79 | 82% |
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