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ANWPX vs FNEFX
ANWPX vs FNEFX Comparison
Open Charts ANWPX vs FNEFX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
American Funds New Economy F3
Price$62.16
Change-$2.24 (-3.48%)
VolumeN/A
CapitalizationN/A
ANWPX vs FNEFX Comparison Chart
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ANWPX vs. FNEFX commentary
Dec 19, 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: 149B vs. FNEFX (34.6B). 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 : 23.15 vs. FNEFX (19.72). FNEFX (42.27) and ANWPX (41.49) have equivalent 5 years return.
| 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 | 21.538 | 18.860 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 34.6B | 431% |
| Annual Yield % from dividends | 0.83 | 0.49 | 168% |
| Returns for 1 year | 23.15 | 19.72 | 117% |
| Returns for 3 years | 7.41 | 8.11 | 91% |
| Returns for 5 years | 41.49 | 42.27 | 98% |
| Returns for 10 years | 77.49 | N/A | - |
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