ANEFX
Price
$86.31
Change
+$0.56 (+0.65%)
Updated
Aug 12 closing price
Net Assets
48.72B
ANWPX
Price
$76.58
Change
+$0.20 (+0.26%)
Updated
Aug 12 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
Aug 13, 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 Buy and ANWPX is a Buy.

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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 (0.98) 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 : 23.96 vs. ANWPX (8.17). ANEFX return over 5 years is better than : 32.19 vs. ANWPX (14.41).
ANEFXANWPXANEFX / ANWPX
Total Expense Ratio0.720.71101%
Annual Report Gross Expense Ratio0.720.71101%
Fund Existence43 years53 years-
Gain YTD18.8028.455222%
Front Load6%6%100%
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7B166B29%
Annual Yield % from dividends0.000.98-
Returns for 1 year23.968.17293%
Returns for 3 years68.2241.83163%
Returns for 5 years32.1914.41223%
Returns for 10 years135.54111.27122%
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