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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$74.32
Change-$1.98 (-2.60%)
VolumeN/A
Net Assets43.76B
American Funds New Perspective A
Price$71.74
Change-$2.54 (-3.42%)
VolumeN/A
Net Assets162.72B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Feb 05, 2026
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 (43.8B). ANWPX pays higher dividends than ANEFX: ANWPX (1.00) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (42 years) vs ANWPX (53 years). ANEFX (0.75) is less costly to investors than ANWPX (0.71). ANEFX is a more actively managed with annual turnover of: 36.00 vs. ANWPX (23.00). 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 : 16.64 vs. ANWPX (13.01). ANEFX return over 5 years is better than : 19.65 vs. ANWPX (16.94).
| ANEFX | ANWPX | ANEFX / ANWPX | |
| Total Expense Ratio | 0.75 | 0.71 | 106% |
| Annual Report Gross Expense Ratio | 0.75 | 0.71 | 106% |
| Fund Existence | 42 years | 53 years | - |
| Gain YTD | 2.299 | 1.600 | 144% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8B | 163B | 27% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 16.64 | 13.01 | 128% |
| Returns for 3 years | 55.85 | 41.61 | 134% |
| Returns for 5 years | 19.65 | 16.94 | 116% |
| Returns for 10 years | 136.57 | 128.98 | 106% |
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