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ANWPX vs NEFFX
ANWPX vs NEFFX Comparison
Open Charts ANWPX vs NEFFX
American Funds New Perspective A
Price$70.98
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets158.35B
American Funds New Economy F2
Price$69.20
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets39.41B
ANWPX vs NEFFX Comparison Chart in %
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ANWPX vs. NEFFX commentary
Jul 29, 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: 158B vs. NEFFX (39.4B). ANWPX pays higher dividends than NEFFX: ANWPX (0.51) 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 : 15.84 vs. NEFFX (12.60). ANWPX (40.06) and NEFFX (38.32) have equivalent 5 years return.
| 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 | 14.651 | 13.014 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 39.4B | 401% |
| Annual Yield % from dividends | 0.51 | 0.04 | 1,365% |
| Returns for 1 year | 15.84 | 12.60 | 126% |
| Returns for 3 years | 38.10 | 50.64 | 75% |
| Returns for 5 years | 40.06 | 38.32 | 105% |
| Returns for 10 years | 85.31 | 71.48 | 119% |
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