Ad is loading...
ANWPX vs NEFFX
ANWPX vs NEFFX Comparison
Open Charts ANWPX vs NEFFX
American Funds New Perspective A
Price$61.62
Change+$0.51 (+0.83%)
VolumeN/A
Net Assets138.68B
American Funds New Economy F2
Price$57.89
Change+$0.65 (+1.14%)
VolumeN/A
Net Assets33.51B
ANWPX vs NEFFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. NEFFX commentary
Apr 28, 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: 139B vs. NEFFX (33.5B). ANWPX pays higher dividends than NEFFX: ANWPX (0.58) 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 : 5.71 vs. NEFFX (1.14). ANWPX return over 5 years is better than : 49.15 vs. NEFFX (39.30).
| 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 | -0.789 | -5.594 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 33.5B | 415% |
| Annual Yield % from dividends | 0.58 | 0.04 | 1,335% |
| Returns for 1 year | 5.71 | 1.14 | 501% |
| Returns for 3 years | 16.91 | 22.91 | 74% |
| Returns for 5 years | 49.15 | 39.30 | 125% |
| Returns for 10 years | 59.18 | 48.82 | 121% |
View a ticker or compare two or three
VS
VS
Ad is loading...