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ANWFX vs RNPHX
ANWFX vs RNPHX Comparison
Open Charts ANWFX vs RNPHX
American Funds New Perspective F2
Price$60.84
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
American Funds New Perspective R5E
Price$60.48
Change+$1.15 (+1.94%)
VolumeN/A
Net Assets134.95B
ANWFX vs RNPHX Comparison Chart
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ANWFX vs. RNPHX commentary
Apr 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX (135B) and RNPHX (135B) have equal amount of cash in the bank . ANWFX (0.80) and RNPHX (0.76) have matching dividends . ANWFX was incepted earlier than RNPHX: ANWFX (17 years) vs RNPHX (9 years). RNPHX (0.56) is less costly to investors than ANWFX (0.52). ANWFX (24.00) and RNPHX (24.00) have comparable annual turnover. ANWFX (250) and RNPHX (250) have matching initial minimum investment requirements. ANWFX (4.50) and RNPHX (4.43) have marching annual gain over last year. ANWFX (48.70) and RNPHX (48.33) have equivalent 5 years return.
| ANWFX | RNPHX | ANWFX / RNPHX | |
| Total Expense Ratio | 0.52 | 0.56 | 93% |
| Annual Report Gross Expense Ratio | 0.52 | 0.56 | 93% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -1.537 | -1.562 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 0.80 | 0.76 | 105% |
| Returns for 1 year | 4.50 | 4.43 | 102% |
| Returns for 3 years | 12.05 | 11.90 | 101% |
| Returns for 5 years | 48.70 | 48.33 | 101% |
| Returns for 10 years | 58.05 | N/A | - |