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ANWPX vs NEFFX
ANWPX vs NEFFX Comparison
Open Charts ANWPX vs NEFFX
American Funds New Perspective A
Price$65.77
Change-$0.22 (-0.33%)
VolumeN/A
Net Assets147.5B
American Funds New Economy F2
Price$61.81
Change-$0.42 (-0.67%)
VolumeN/A
Net Assets35.76B
ANWPX vs NEFFX Comparison Chart
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ANWPX vs. NEFFX commentary
May 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 Buy and NEFFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. NEFFX (35.8B). ANWPX pays higher dividends than NEFFX: ANWPX (0.56) vs NEFFX (0.04). ANWPX was incepted earlier than NEFFX: ANWPX (52 years) vs NEFFX (17 years). ANWPX (0.73) is less costly to investors than NEFFX (0.52). NEFFX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (24.00). ANWPX (250) and NEFFX (250) have matching initial minimum investment requirements. ANWPX annual gain was more profitable for investors over the last year : 7.55 vs. NEFFX (2.49). ANWPX return over 5 years is better than : 50.73 vs. NEFFX (40.66).
| ANWPX | NEFFX | ANWPX / NEFFX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 0.73 | 0.52 | 140% |
| Fund Existence | 52 years | 17 years | - |
| Gain YTD | 6.247 | 1.484 | 421% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 35.8B | 413% |
| Annual Yield % from dividends | 0.56 | 0.04 | 1,319% |
| Returns for 1 year | 7.55 | 2.49 | 303% |
| Returns for 3 years | 30.85 | 39.03 | 79% |
| Returns for 5 years | 50.73 | 40.66 | 125% |
| Returns for 10 years | 70.04 | 55.17 | 127% |