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ANWPX vs FNEFX
ANWPX vs FNEFX Comparison
Open Charts ANWPX vs FNEFX
American Funds New Perspective A
Price$63.59
Change-$0.61 (-0.95%)
VolumeN/A
Net Assets145.66B
American Funds New Economy F3
Price$61.31
Change-$1.12 (-1.79%)
VolumeN/A
Net Assets36.08B
ANWPX vs FNEFX Comparison Chart
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ANWPX vs. FNEFX commentary
Mar 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 FNEFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 146B vs. FNEFX (36.1B). 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). ANWPX annual gain was more profitable for investors over the last year : 7.11 vs. FNEFX (3.47). ANWPX return over 5 years is better than : 39.40 vs. FNEFX (35.65).
| 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 | 2.383 | -0.487 | -489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 36.1B | 404% |
| Annual Yield % from dividends | 0.83 | 0.49 | 168% |
| Returns for 1 year | 7.11 | 3.47 | 205% |
| Returns for 3 years | 15.88 | 20.67 | 77% |
| Returns for 5 years | 39.40 | 35.65 | 111% |
| Returns for 10 years | 71.76 | N/A | - |