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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$68.28
Change+$0.97 (+1.44%)
VolumeN/A
Net Assets149.31B
American Funds New Economy F3
Price$67.18
Change+$1.49 (+2.27%)
VolumeN/A
Net Assets37.16B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX commentary
Jun 25, 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: 149B vs. FNEFX (37.2B). ANWFX pays higher dividends than FNEFX: ANWFX (0.73) vs FNEFX (0.13). 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 : 8.12 vs. FNEFX (3.30). ANWFX return over 5 years is better than : 45.26 vs. FNEFX (38.11).
| 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 | 7.914 | 5.730 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 37.2B | 401% |
| Annual Yield % from dividends | 0.73 | 0.13 | 565% |
| Returns for 1 year | 8.12 | 3.30 | 246% |
| Returns for 3 years | 36.36 | 46.93 | 77% |
| Returns for 5 years | 45.26 | 38.11 | 119% |
| Returns for 10 years | 74.63 | N/A | - |
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