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NEFFX vs RNPHX
NEFFX vs RNPHX Comparison
Open Charts NEFFX vs RNPHX
American Funds New Economy F2
Price$65.15
Change-$0.10 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.33
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
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NEFFX vs RNPHX Comparison Chart
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NEFFX vs. RNPHX commentary
Sep 21, 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 NEFFX is a Buy and RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 145B vs. NEFFX (35.8B). RNPHX pays higher dividends than NEFFX: RNPHX (1.00) vs NEFFX (0.42). NEFFX was incepted earlier than RNPHX: NEFFX (16 years) vs RNPHX (9 years). NEFFX is a more actively managed with annual turnover of: 39.00 vs. RNPHX (17.00). NEFFX (250) and RNPHX (250) have matching initial minimum investment requirements. NEFFX annual gain was more profitable for investors over the last year : 31.68 vs. RNPHX (18.37). RNPHX (44.12) and NEFFX (43.90) have equivalent 5 years return.
| NEFFX | RNPHX | NEFFX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 20.603 | 14.583 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 145B | 25% |
| Annual Yield % from dividends | 0.42 | 1.00 | 42% |
| Returns for 1 year | 31.68 | 18.37 | 172% |
| Returns for 3 years | -0.40 | -6.34 | 6% |
| Returns for 5 years | 43.90 | 44.12 | 100% |
| Returns for 10 years | 67.85 | N/A | - |