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ANWPX vs FNEFX
ANWPX vs FNEFX Comparison
Open Charts ANWPX vs FNEFX
American Funds New Perspective A
Price$59.17
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets133.28B
American Funds New Economy F3
Price$55.38
Change-$1.12 (-1.98%)
VolumeN/A
Net Assets32.56B
ANWPX vs FNEFX Comparison Chart
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ANWPX vs. FNEFX commentary
Apr 17, 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 Buy and FNEFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 133B vs. FNEFX (32.6B). ANWPX pays higher dividends than FNEFX: ANWPX (0.58) vs FNEFX (0.14). ANWPX was incepted earlier than FNEFX: ANWPX (52 years) vs FNEFX (8 years). ANWPX (0.73) is less costly to investors than FNEFX (0.41). FNEFX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (24.00). 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 : 1.47 vs. FNEFX (-2.76). ANWPX return over 5 years is better than : 45.61 vs. FNEFX (38.22).
| ANWPX | FNEFX | ANWPX / FNEFX | |
| Total Expense Ratio | 0.73 | 0.41 | 178% |
| Annual Report Gross Expense Ratio | 0.73 | 0.41 | 178% |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | -4.734 | -8.294 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 32.6B | 408% |
| Annual Yield % from dividends | 0.58 | 0.14 | 411% |
| Returns for 1 year | 1.47 | -2.76 | -53% |
| Returns for 3 years | 4.81 | 11.40 | 42% |
| Returns for 5 years | 45.61 | 38.22 | 119% |
| Returns for 10 years | 56.46 | N/A | - |
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