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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$74.26
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets164.14B
American Funds New Economy F3
Price$76.70
Change+$0.24 (+0.31%)
VolumeN/A
Net Assets42.63B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX commentary
Oct 07, 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: 164B vs. FNEFX (42.6B). ANWFX pays higher dividends than FNEFX: ANWFX (0.67) vs FNEFX (0.11). 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). FNEFX annual gain was more profitable for investors over the last year : 16.36 vs. ANWFX (14.22). FNEFX return over 5 years is better than : 43.47 vs. ANWFX (39.04).
| 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 | 20.181 | 24.493 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 42.6B | 385% |
| Annual Yield % from dividends | 0.67 | 0.11 | 598% |
| Returns for 1 year | 14.22 | 16.36 | 87% |
| Returns for 3 years | 65.26 | 82.06 | 80% |
| Returns for 5 years | 39.04 | 43.47 | 90% |
| Returns for 10 years | 102.67 | N/A | - |
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