ANEFX
Price
$84.84
Change
+$1.88 (+2.27%)
Updated
Jul 21 closing price
Net Assets
51.8B
ANWPX
Price
$74.29
Change
+$0.93 (+1.27%)
Updated
Jul 21 closing price
Net Assets
170.23B
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ANEFX vs ANWPX

ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Jul 22, 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 Buy.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 170B vs. ANEFX (51.8B). ANWPX pays higher dividends than ANEFX: ANWPX (0.96) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (43 years) vs ANWPX (53 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 : 21.16 vs. ANWPX (6.56). ANEFX return over 5 years is better than : 28.97 vs. ANWPX (13.46).
ANEFXANWPXANEFX / ANWPX
Total Expense Ratio0.720.71101%
Annual Report Gross Expense Ratio0.720.71101%
Fund Existence43 years53 years-
Gain YTD14.1915.212272%
Front Load6%6%100%
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets51.8B170B30%
Annual Yield % from dividends0.000.96-
Returns for 1 year21.166.56323%
Returns for 3 years58.1235.03166%
Returns for 5 years28.9713.46215%
Returns for 10 years133.33108.36123%
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