Interact to see
Advertisement
Advertisement
ANFCX vs ANWPX
ANFCX vs ANWPX Comparison
Open Charts ANFCX vs ANWPX
American Funds New Economy C
Price$55.26
Change+$0.45 (+0.82%)
VolumeN/A
Net Assets38.72B
American Funds New Perspective A
Price$70.51
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets155.4B
ANFCX vs ANWPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANFCX vs. ANWPX commentary
Aug 07, 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 ANFCX is a StrongBuy and ANWPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 155B vs. ANFCX (38.7B). ANWPX pays higher dividends than ANFCX: ANWPX (0.50) vs ANFCX (0.00). ANFCX was incepted earlier than ANWPX: ANFCX (24 years) vs ANWPX (52 years). ANFCX (1.50) is less costly to investors than ANWPX (0.73). ANFCX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (24.00). ANFCX (250) and ANWPX (250) have matching initial minimum investment requirements. ANWPX annual gain was more profitable for investors over the last year : 18.69 vs. ANFCX (13.10). ANWPX return over 5 years is better than : 37.59 vs. ANFCX (23.73).
| ANFCX | ANWPX | ANFCX / ANWPX | |
| Total Expense Ratio | 1.50 | 0.73 | 205% |
| Annual Report Gross Expense Ratio | 1.50 | 0.73 | 205% |
| Fund Existence | 24 years | 52 years | - |
| Gain YTD | 11.479 | 13.524 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.7B | 155B | 25% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 13.10 | 18.69 | 70% |
| Returns for 3 years | 38.22 | 36.50 | 105% |
| Returns for 5 years | 23.73 | 37.59 | 63% |
| Returns for 10 years | 49.51 | 84.63 | 59% |