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ANWPX vs CNGEX
ANWPX vs CNGEX Comparison
Open Charts ANWPX vs CNGEX
American Funds New Perspective A
Price$69.30
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets154.03B
American Funds New Economy 529E
Price$63.94
Change-$1.25 (-1.92%)
VolumeN/A
Net Assets38.4B
ANWPX vs CNGEX Comparison Chart in %
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ANWPX vs. CNGEX commentary
Aug 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: 154B vs. CNGEX (38.4B). ANWPX pays higher dividends than CNGEX: ANWPX (0.50) 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 : 12.88 vs. CNGEX (8.87). ANWPX return over 5 years is better than : 37.71 vs. CNGEX (31.02).
| 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 | 11.576 | 9.881 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 38.4B | 401% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 12.88 | 8.87 | 145% |
| Returns for 3 years | 35.74 | 44.60 | 80% |
| Returns for 5 years | 37.71 | 31.02 | 122% |
| Returns for 10 years | 80.02 | 62.17 | 129% |