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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$72.96
Change+$0.15 (+0.21%)
VolumeN/A
Net Assets43.3B
American Funds New Perspective A
Price$71.17
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Dec 27, 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 ANEFX is a Hold and ANWPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. ANEFX (43.3B). ANWPX pays higher dividends than ANEFX: ANWPX (0.47) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (42 years) vs ANWPX (53 years). ANEFX (0.75) and ANWPX (0.73) have similar cost to investors . ANEFX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (24.00). ANEFX (6%) and ANWPX (6%) have equivalent initial investment costs. ANEFX (250) and ANWPX (250) have matching initial minimum investment requirements. ANEFX annual gain was more profitable for investors over the last year : 16.22 vs. ANWPX (12.03). ANEFX return over 5 years is better than : 23.91 vs. ANWPX (21.61).
| ANEFX | ANWPX | ANEFX / ANWPX | |
| Total Expense Ratio | 0.75 | 0.73 | 103% |
| Annual Report Gross Expense Ratio | 0.75 | 0.73 | 103% |
| Fund Existence | 42 years | 53 years | - |
| Gain YTD | 19.352 | 14.587 | 133% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 163B | 27% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 16.22 | 12.03 | 135% |
| Returns for 3 years | 69.37 | 53.21 | 130% |
| Returns for 5 years | 23.91 | 21.61 | 111% |
| Returns for 10 years | 100.15 | 97.96 | 102% |
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