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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$63.29
Change-$0.61 (-0.95%)
VolumeN/A
Net Assets145.66B
American Funds New Economy F3
Price$61.31
Change-$1.12 (-1.79%)
VolumeN/A
Net Assets36.08B
ANWFX vs FNEFX Comparison Chart
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ANWFX vs. FNEFX commentary
Mar 04, 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 Hold and FNEFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 146B vs. FNEFX (36.1B). 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). ANWFX annual gain was more profitable for investors over the last year : 7.30 vs. FNEFX (3.47). ANWFX return over 5 years is better than : 40.17 vs. FNEFX (35.65).
| 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 | 2.428 | -0.487 | -499% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 36.1B | 404% |
| Annual Yield % from dividends | 1.03 | 0.49 | 208% |
| Returns for 1 year | 7.30 | 3.47 | 211% |
| Returns for 3 years | 16.29 | 20.67 | 79% |
| Returns for 5 years | 40.17 | 35.65 | 113% |
| Returns for 10 years | 72.37 | N/A | - |
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