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ANWPX vs NEFFX
ANWPX vs NEFFX Comparison
Open Charts ANWPX vs NEFFX
American Funds New Perspective A
Price$62.42
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
American Funds New Economy F2
Price$61.88
Change+$0.44 (+0.72%)
VolumeN/A
CapitalizationN/A
ANWPX vs NEFFX Comparison Chart
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ANWPX vs. NEFFX commentary
Dec 23, 2024
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: 143B vs. NEFFX (36.3B). 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 : 15.19 vs. ANWPX (13.06). NEFFX (36.43) and ANWPX (35.03) have equivalent 5 years return.
| 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 | 12.291 | 14.595 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 36.3B | 394% |
| Annual Yield % from dividends | 0.83 | 0.42 | 199% |
| Returns for 1 year | 13.06 | 15.19 | 86% |
| Returns for 3 years | -1.81 | 2.43 | -74% |
| Returns for 5 years | 35.03 | 36.43 | 96% |
| Returns for 10 years | 63.99 | 56.27 | 114% |
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