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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$64.73
Change+$0.49 (+0.76%)
VolumeN/A
Net Assets146.98B
American Funds New Economy F3
Price$65.01
Change+$0.65 (+1.01%)
VolumeN/A
Net Assets37.19B
ANWFX vs FNEFX Comparison Chart
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ANWFX vs. FNEFX commentary
Jan 31, 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 ANWFX is a StrongBuy and FNEFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 147B vs. FNEFX (37.2B). ANWFX pays higher dividends than FNEFX: ANWFX (1.03) vs FNEFX (0.49). ANWFX was incepted earlier than FNEFX: ANWFX (17 years) vs FNEFX (8 years). FNEFX is a more actively managed with annual turnover of: 39.00 vs. ANWFX (17.00). ANWFX has a lower initial minimum investment than FNEFX: ANWFX (250) vs FNEFX (1000000). FNEFX annual gain was more profitable for investors over the last year : 18.16 vs. ANWFX (16.74). FNEFX (42.71) and ANWFX (40.69) have equivalent 5 years return.
| ANWFX | FNEFX | ANWFX / FNEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 4.758 | 5.519 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 37.2B | 395% |
| Annual Yield % from dividends | 1.03 | 0.49 | 208% |
| Returns for 1 year | 16.74 | 18.16 | 92% |
| Returns for 3 years | 8.24 | 19.73 | 42% |
| Returns for 5 years | 40.69 | 42.71 | 95% |
| Returns for 10 years | 82.40 | N/A | - |
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