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FNEFX vs FNPFX
FNEFX vs FNPFX Comparison
Open Charts FNEFX vs FNPFX
American Funds New Economy F3
Price$60.33
Change+$1.32 (+2.24%)
VolumeN/A
Net Assets34.71B
American Funds New Perspective F3
Price$63.98
Change+$1.43 (+2.29%)
VolumeN/A
Net Assets143.56B
FNEFX vs FNPFX Comparison Chart
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FNEFX vs. FNPFX commentary
May 05, 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 FNEFX is a Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 144B vs. FNEFX (34.7B). FNPFX pays higher dividends than FNEFX: FNPFX (0.88) vs FNEFX (0.14). FNEFX was incepted earlier than FNPFX: FNEFX (8 years) vs FNPFX (8 years). FNEFX (0.41) and FNPFX (0.41) have similar cost to investors . FNEFX is a more actively managed with annual turnover of: 36.00 vs. FNPFX (24.00). FNEFX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. FNPFX annual gain was more profitable for investors over the last year : 9.39 vs. FNEFX (4.80). FNPFX return over 5 years is better than : 56.14 vs. FNEFX (45.61).
| FNEFX | FNPFX | FNEFX / FNPFX | |
| Total Expense Ratio | 0.41 | 0.41 | 100% |
| Annual Report Gross Expense Ratio | 0.41 | 0.41 | 100% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | -2.078 | 3.027 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.7B | 144B | 24% |
| Annual Yield % from dividends | 0.14 | 0.88 | 16% |
| Returns for 1 year | 4.80 | 9.39 | 51% |
| Returns for 3 years | 27.06 | 20.76 | 130% |
| Returns for 5 years | 45.61 | 56.14 | 81% |
| Returns for 10 years | N/A | N/A | - |
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