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ANWPX vs FNEFX
ANWPX vs FNEFX Comparison
Open Charts ANWPX vs FNEFX
American Funds New Perspective A
Price$61.68
Change-$1.09 (-1.74%)
VolumeN/A
CapitalizationN/A
American Funds New Economy F3
Price$61.21
Change-$1.43 (-2.28%)
VolumeN/A
CapitalizationN/A
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ANWPX vs FNEFX Comparison Chart
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ANWPX vs. FNEFX commentary
Sep 08, 2024
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 Buy and FNEFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. FNEFX (33.4B). ANWPX pays higher dividends than FNEFX: ANWPX (0.83) vs FNEFX (0.49). ANWPX was incepted earlier than FNEFX: ANWPX (52 years) vs FNEFX (8 years). FNEFX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than FNEFX: ANWPX (250) vs FNEFX (1000000). FNEFX annual gain was more profitable for investors over the last year : 20.75 vs. ANWPX (14.92). ANWPX return over 5 years is better than : 41.06 vs. FNEFX (38.11).
| ANWPX | FNEFX | ANWPX / FNEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | 12.290 | 15.465 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 33.4B | 410% |
| Annual Yield % from dividends | 0.83 | 0.49 | 168% |
| Returns for 1 year | 14.92 | 20.75 | 72% |
| Returns for 3 years | -9.79 | -7.09 | 138% |
| Returns for 5 years | 41.06 | 38.11 | 108% |
| Returns for 10 years | 64.03 | N/A | - |
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