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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$71.62
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets158.54B
American Funds New Economy F3
Price$71.34
Change+$0.65 (+0.92%)
VolumeN/A
Net Assets39.61B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX commentary
Aug 29, 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: 159B vs. FNEFX (39.6B). 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 : 13.06 vs. FNEFX (11.71). FNEFX return over 5 years is better than : 34.69 vs. ANWFX (32.57).
| 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 | 15.909 | 15.793 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 39.6B | 402% |
| Annual Yield % from dividends | 0.70 | 0.12 | 584% |
| Returns for 1 year | 13.06 | 11.71 | 111% |
| Returns for 3 years | 44.66 | 57.01 | 78% |
| Returns for 5 years | 32.57 | 34.69 | 94% |
| Returns for 10 years | 99.24 | N/A | - |
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