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ANWPX vs CNGEX
ANWPX vs CNGEX Comparison
Open Charts ANWPX vs CNGEX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
American Funds New Economy 529E
Price$52.67
Change-$2.88 (-5.18%)
VolumeN/A
Net Assets33.97B
ANWPX vs CNGEX Comparison Chart
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ANWPX vs. CNGEX commentary
Apr 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 ANWPX is a Hold and CNGEX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. CNGEX (34B). ANWPX pays higher dividends than CNGEX: ANWPX (0.58) vs CNGEX (0.00). ANWPX was incepted earlier than CNGEX: ANWPX (52 years) vs CNGEX (23 years). CNGEX (1.01) is less costly to investors than ANWPX (0.73). CNGEX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (24.00). ANWPX (250) and CNGEX (250) have matching initial minimum investment requirements. ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. CNGEX (-3.04). ANWPX return over 5 years is better than : 69.24 vs. CNGEX (57.81).
| ANWPX | CNGEX | ANWPX / CNGEX | |
| Total Expense Ratio | 0.73 | 1.01 | 72% |
| Annual Report Gross Expense Ratio | 0.73 | 1.01 | 72% |
| Fund Existence | 52 years | 23 years | - |
| Gain YTD | -0.805 | -4.537 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 34B | 409% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | -3.04 | -79% |
| Returns for 3 years | 2.60 | 6.54 | 40% |
| Returns for 5 years | 69.24 | 57.81 | 120% |
| Returns for 10 years | 63.30 | 48.62 | 130% |
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