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ANWPX vs CNGEX
ANWPX vs CNGEX Comparison
Open Charts ANWPX vs CNGEX
American Funds New Perspective A
Price$65.05
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets147.67B
American Funds New Economy 529E
Price$61.79
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets37.76B
ANWPX vs CNGEX Comparison Chart
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ANWPX vs. CNGEX commentary
Jan 24, 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 StrongBuy and CNGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. CNGEX (37.8B). ANWPX pays higher dividends than CNGEX: ANWPX (0.83) vs CNGEX (0.00). ANWPX was incepted earlier than CNGEX: ANWPX (52 years) vs CNGEX (23 years). CNGEX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). ANWPX (250) and CNGEX (250) have matching initial minimum investment requirements. CNGEX (16.60) and ANWPX (16.51) have marching annual gain over last year. ANWPX (36.08) and CNGEX (34.56) have equivalent 5 years return.
| ANWPX | CNGEX | ANWPX / CNGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 23 years | - |
| Gain YTD | 4.122 | 5.723 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 37.8B | 392% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 16.51 | 16.60 | 99% |
| Returns for 3 years | 8.26 | 20.04 | 41% |
| Returns for 5 years | 36.08 | 34.56 | 104% |
| Returns for 10 years | 79.10 | 68.27 | 116% |
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