ANEFX
Price
$85.50
Change
-$0.73 (-0.85%)
Updated
Sep 1 closing price
Net Assets
48.72B
ANWPX
Price
$75.33
Change
-$0.59 (-0.78%)
Updated
Sep 1 closing price
Net Assets
165.87B
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ANEFX vs ANWPX

ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Sep 02, 2026

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.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 166B vs. ANEFX (48.7B). ANWPX pays higher dividends than ANEFX: ANWPX (0.96) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (43 years) vs ANWPX (54 years). ANEFX (0.72) and ANWPX (0.71) have similar cost to investors . ANEFX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (23.00). 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 : 22.09 vs. ANWPX (6.60). ANEFX return over 5 years is better than : 27.19 vs. ANWPX (10.13).
ANEFXANWPXANEFX / ANWPX
Total Expense Ratio0.720.71101%
Annual Report Gross Expense Ratio0.720.71101%
Fund Existence43 years54 years-
Gain YTD17.6886.685265%
Front Load6%6%100%
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7B166B29%
Annual Yield % from dividends0.000.96-
Returns for 1 year22.096.60335%
Returns for 3 years64.1538.99165%
Returns for 5 years27.1910.13269%
Returns for 10 years132.83107.32124%
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