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ANWPX vs FWAFX
ANWPX vs FWAFX Comparison
Open Charts ANWPX vs FWAFX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Fidelity Advisor Worldwide A
Price$30.33
Change-$1.48 (-4.65%)
VolumeN/A
Net Assets2.95B
ANWPX vs FWAFX Comparison Chart
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ANWPX vs. FWAFX commentary
Apr 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 FWAFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. FWAFX (2.95B). FWAFX (0.59) and ANWPX (0.58) have matching dividends . ANWPX was incepted earlier than FWAFX: ANWPX (52 years) vs FWAFX (16 years). FWAFX (0.98) is less costly to investors than ANWPX (0.73). FWAFX is a more actively managed with annual turnover of: 108.00 vs. ANWPX (24.00). ANWPX (6%) and FWAFX (6%) have equivalent initial investment costs. FWAFX has a lower initial minimum investment than ANWPX: FWAFX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. FWAFX (-10.85). ANWPX return over 5 years is better than : 69.24 vs. FWAFX (46.18).
| ANWPX | FWAFX | ANWPX / FWAFX | |
| Total Expense Ratio | 0.73 | 0.98 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 0.98 | 74% |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | -0.805 | -6.661 | 12% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.95B | 4,707% |
| Annual Yield % from dividends | 0.58 | 0.59 | 98% |
| Returns for 1 year | 2.39 | -10.85 | -22% |
| Returns for 3 years | 2.60 | 1.17 | 222% |
| Returns for 5 years | 69.24 | 46.18 | 150% |
| Returns for 10 years | 63.30 | 38.02 | 166% |
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