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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$75.52
Change-$0.39 (-0.51%)
VolumeN/A
Net Assets42.67B
American Funds New Perspective A
Price$74.11
Change-$0.42 (-0.56%)
VolumeN/A
Net Assets164.4B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 164B vs. ANEFX (42.7B). ANWPX pays higher dividends than ANEFX: ANWPX (0.48) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (42 years) vs ANWPX (53 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. ANEFX annual gain was more profitable for investors over the last year : 16.02 vs. ANWPX (13.94). ANEFX return over 5 years is better than : 40.44 vs. ANWPX (36.68).
| 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 | 53 years | - |
| Gain YTD | 23.540 | 19.321 | 122% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 164B | 26% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 16.02 | 13.94 | 115% |
| Returns for 3 years | 79.68 | 63.75 | 125% |
| Returns for 5 years | 40.44 | 36.68 | 110% |
| Returns for 10 years | 102.14 | 100.82 | 101% |
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