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ANWPX vs MECDX
ANWPX vs MECDX Comparison
Open Charts ANWPX vs MECDX
American Funds New Perspective A
Price$61.23
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets138.77B
NYLI Epoch Capital Growth
Price$14.45
Change-$0.21 (-1.43%)
VolumeN/A
Net Assets169.51M
ANWPX vs MECDX Comparison Chart
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ANWPX vs. MECDX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. MECDX (170M). ANWPX pays higher dividends than MECDX: ANWPX (0.55) vs MECDX (0.38). 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 : 3.05 vs. MECDX (-1.90). ANWPX return over 5 years is better than : 53.92 vs. MECDX (29.24).
| 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 | -1.240 | -0.879 | 141% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 170M | 81,765% |
| Annual Yield % from dividends | 0.55 | 0.38 | 143% |
| Returns for 1 year | 3.05 | -1.90 | -160% |
| Returns for 3 years | 14.37 | 33.10 | 43% |
| Returns for 5 years | 53.92 | 29.24 | 184% |
| Returns for 10 years | 67.06 | N/A | - |
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