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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$58.91
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets133.28B
American Funds New Economy F3
Price$55.38
Change-$1.12 (-1.98%)
VolumeN/A
Net Assets32.56B
ANWFX vs FNEFX Comparison Chart
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ANWFX vs. FNEFX commentary
Apr 17, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 133B vs. FNEFX (32.6B). ANWFX pays higher dividends than FNEFX: ANWFX (0.80) vs FNEFX (0.14). ANWFX was incepted earlier than FNEFX: ANWFX (17 years) vs FNEFX (8 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 : 1.66 vs. FNEFX (-2.76). ANWFX return over 5 years is better than : 46.42 vs. FNEFX (38.22).
| 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 | 8 years | - |
| Gain YTD | -4.661 | -8.294 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 32.6B | 408% |
| Annual Yield % from dividends | 0.80 | 0.14 | 569% |
| Returns for 1 year | 1.66 | -2.76 | -60% |
| Returns for 3 years | 5.19 | 11.40 | 46% |
| Returns for 5 years | 46.42 | 38.22 | 121% |
| Returns for 10 years | 57.06 | N/A | - |
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