Ad is loading...
ANWPX vs NEFFX
ANWPX vs NEFFX Comparison
Open Charts ANWPX vs NEFFX
American Funds New Perspective A
Price$64.67
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets146.92B
American Funds New Economy F2
Price$64.85
Change+$0.51 (+0.79%)
VolumeN/A
Net Assets37.48B
ANWPX vs NEFFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. NEFFX commentary
Jan 24, 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 StrongBuy and NEFFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. NEFFX (37.5B). ANWPX pays higher dividends than NEFFX: ANWPX (0.83) vs NEFFX (0.42). ANWPX was incepted earlier than NEFFX: ANWPX (52 years) vs NEFFX (16 years). NEFFX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). ANWPX (250) and NEFFX (250) have matching initial minimum investment requirements. NEFFX annual gain was more profitable for investors over the last year : 17.72 vs. ANWPX (16.51). NEFFX return over 5 years is better than : 38.78 vs. ANWPX (36.08).
| ANWPX | NEFFX | ANWPX / NEFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | 4.122 | 5.757 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 37.5B | 392% |
| Annual Yield % from dividends | 0.83 | 0.42 | 199% |
| Returns for 1 year | 16.51 | 17.72 | 93% |
| Returns for 3 years | 8.26 | 22.41 | 37% |
| Returns for 5 years | 36.08 | 38.78 | 93% |
| Returns for 10 years | 79.10 | 74.38 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...