Ad is loading...
ANWPX vs MUNDX
ANWPX vs MUNDX Comparison
Open Charts ANWPX vs MUNDX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
ANWPX vs MUNDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. MUNDX 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 MUNDX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. MUNDX (24.4M). ANWPX pays higher dividends than MUNDX: ANWPX (0.58) vs MUNDX (0.00). ANWPX was incepted earlier than MUNDX: ANWPX (52 years) vs MUNDX (21 years). MUNDX (1.51) 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 : 2.90 vs. MUNDX (-7.96). ANWPX return over 5 years is better than : 69.24 vs. MUNDX (47.77).
| ANWPX | MUNDX | ANWPX / MUNDX | |
| Total Expense Ratio | 0.73 | 1.51 | 48% |
| Annual Report Gross Expense Ratio | 0.73 | 1.51 | 48% |
| Fund Existence | 52 years | 21 years | - |
| Gain YTD | -0.805 | -4.293 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 24.4M | 561,475% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.90 | -7.96 | -36% |
| Returns for 3 years | 3.96 | -5.52 | -72% |
| Returns for 5 years | 69.24 | 47.77 | 145% |
| Returns for 10 years | 64.54 | 62.72 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...