Ad is loading...
ANWPX vs MECDX
ANWPX vs MECDX Comparison
Open Charts ANWPX vs MECDX
American Funds New Perspective A
Price$57.39
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
NYLI Epoch Capital Growth
Price$13.66
Change-$0.28 (-2.01%)
VolumeN/A
Net Assets159.61M
ANWPX vs MECDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. MECDX commentary
Apr 11, 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 MECDX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. MECDX (160M). ANWPX pays higher dividends than MECDX: ANWPX (0.58) vs MECDX (0.40). ANWPX was incepted earlier than MECDX: ANWPX (52 years) vs MECDX (9 years). MECDX (1.23) is less costly to investors than ANWPX (0.73). MECDX is a more actively managed with annual turnover of: 33.00 vs. ANWPX (24.00). ANWPX (6%) and MECDX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than MECDX: ANWPX (250) vs MECDX (15000). ANWPX annual gain was more profitable for investors over the last year : -1.75 vs. MECDX (-7.17). ANWPX return over 5 years is better than : 46.63 vs. MECDX (18.15).
| ANWPX | MECDX | ANWPX / MECDX | |
| Total Expense Ratio | 0.73 | 1.15 | 63% |
| Annual Report Gross Expense Ratio | 0.73 | 1.23 | 59% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -5.571 | -7.640 | 73% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 160M | 82,500% |
| Annual Yield % from dividends | 0.58 | 0.40 | 144% |
| Returns for 1 year | -1.75 | -7.17 | 24% |
| Returns for 3 years | 3.57 | 19.20 | 19% |
| Returns for 5 years | 46.63 | 18.15 | 257% |
| Returns for 10 years | 54.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...