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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$71.22
Change+$0.54 (+0.76%)
VolumeN/A
Net Assets40.22B
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets158.47B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Sep 08, 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 Buy and ANWPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. ANEFX (40.2B). ANWPX pays higher dividends than ANEFX: ANWPX (0.50) 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. ANWPX (15.20) and ANEFX (14.56) have marching annual gain over last year. ANEFX return over 5 years is better than : 38.14 vs. ANWPX (35.52).
| 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 | 16.506 | 15.778 | 105% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2B | 158B | 25% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 14.56 | 15.20 | 96% |
| Returns for 3 years | 61.62 | 48.87 | 126% |
| Returns for 5 years | 38.14 | 35.52 | 107% |
| Returns for 10 years | 89.66 | 98.99 | 91% |
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