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ANWPX vs MUNDX
ANWPX vs MUNDX Comparison
Open Charts ANWPX vs MUNDX
American Funds New Perspective A
Price$65.99
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
ANWPX vs MUNDX Comparison Chart
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ANWPX vs. MUNDX commentary
May 23, 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 MUNDX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. MUNDX (24.6M). ANWPX pays higher dividends than MUNDX: ANWPX (0.56) vs MUNDX (0.00). ANWPX was incepted earlier than MUNDX: ANWPX (52 years) vs MUNDX (21 years). MUNDX (1.52) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. MUNDX (15.08). ANWPX has a lower initial minimum investment than MUNDX: ANWPX (250) vs MUNDX (10000). ANWPX annual gain was more profitable for investors over the last year : 7.55 vs. MUNDX (-9.60). ANWPX return over 5 years is better than : 50.73 vs. MUNDX (26.74).
| ANWPX | MUNDX | ANWPX / MUNDX | |
| Total Expense Ratio | 0.73 | 1.50 | 49% |
| Annual Report Gross Expense Ratio | 0.73 | 1.52 | 48% |
| Fund Existence | 52 years | 21 years | - |
| Gain YTD | 6.247 | -3.603 | -173% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 24.6M | 601,626% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 7.55 | -9.60 | -79% |
| Returns for 3 years | 30.85 | 8.59 | 359% |
| Returns for 5 years | 50.73 | 26.74 | 190% |
| Returns for 10 years | 70.04 | 58.91 | 119% |
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