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ANEFX vs RNPEX
ANEFX vs RNPEX Comparison
Open Charts ANEFX vs RNPEX
American Funds New Economy A
Price$63.21
Change-$1.35 (-2.09%)
VolumeN/A
Net Assets36.85B
American Funds New Perspective R4
Price$63.72
Change-$0.77 (-1.19%)
VolumeN/A
Net Assets147.51B
ANEFX vs RNPEX Comparison Chart
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ANEFX vs. RNPEX commentary
Feb 23, 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 Buy and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 148B vs. ANEFX (36.8B). RNPEX pays higher dividends than ANEFX: RNPEX (0.83) vs ANEFX (0.21). ANEFX was incepted earlier than RNPEX: ANEFX (41 years) vs RNPEX (23 years). ANEFX is a more actively managed with annual turnover of: 39.00 vs. RNPEX (17.00). ANEFX (250) and RNPEX (250) have matching initial minimum investment requirements. RNPEX annual gain was more profitable for investors over the last year : 10.34 vs. ANEFX (8.74). RNPEX (33.67) and ANEFX (32.19) have equivalent 5 years return.
| ANEFX | RNPEX | ANEFX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 41 years | 23 years | - |
| Gain YTD | 3.403 | 4.613 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8B | 148B | 25% |
| Annual Yield % from dividends | 0.21 | 0.83 | 25% |
| Returns for 1 year | 8.74 | 10.34 | 84% |
| Returns for 3 years | 22.03 | 14.28 | 154% |
| Returns for 5 years | 32.19 | 33.67 | 96% |
| Returns for 10 years | 65.26 | 72.06 | 91% |
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