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ANWPX vs FNEFX
ANWPX vs FNEFX Comparison
Open Charts ANWPX vs FNEFX
American Funds New Perspective A
Price$65.04
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
American Funds New Economy F3
Price$65.01
Change+$0.65 (+1.01%)
VolumeN/A
Net Assets37.19B
ANWPX vs FNEFX Comparison Chart
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ANWPX vs. FNEFX commentary
Jan 31, 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 FNEFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. FNEFX (37.2B). 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 : 18.16 vs. ANWPX (16.52). FNEFX return over 5 years is better than : 42.71 vs. ANWPX (39.90).
| 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 | 4.717 | 5.519 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 37.2B | 395% |
| Annual Yield % from dividends | 0.83 | 0.49 | 168% |
| Returns for 1 year | 16.52 | 18.16 | 91% |
| Returns for 3 years | 7.85 | 19.73 | 40% |
| Returns for 5 years | 39.90 | 42.71 | 93% |
| Returns for 10 years | 81.76 | N/A | - |
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