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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$70.41
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets156.62B
American Funds New Economy F3
Price$69.29
Change+$0.16 (+0.23%)
VolumeN/A
Net Assets39.06B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX commentary
Aug 08, 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 Buy and FNEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 157B vs. FNEFX (39.1B). ANWFX pays higher dividends than FNEFX: ANWFX (0.70) vs FNEFX (0.12). ANWFX was incepted earlier than FNEFX: ANWFX (17 years) vs FNEFX (9 years). ANWFX (0.52) is less costly to investors than FNEFX (0.41). FNEFX is a more actively managed with annual turnover of: 36.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than FNEFX: ANWFX (250) vs FNEFX (1000000). ANWFX annual gain was more profitable for investors over the last year : 19.86 vs. FNEFX (17.67). ANWFX return over 5 years is better than : 38.67 vs. FNEFX (36.08).
| ANWFX | FNEFX | ANWFX / FNEFX | |
| Total Expense Ratio | 0.52 | 0.41 | 127% |
| Annual Report Gross Expense Ratio | 0.52 | 0.41 | 127% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 13.950 | 12.466 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 39.1B | 402% |
| Annual Yield % from dividends | 0.70 | 0.12 | 584% |
| Returns for 1 year | 19.86 | 17.67 | 112% |
| Returns for 3 years | 36.98 | 46.54 | 79% |
| Returns for 5 years | 38.67 | 36.08 | 107% |
| Returns for 10 years | 83.75 | N/A | - |
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