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ANEFX vs ANWPX
ANEFX vs ANWPX Comparison
Open Charts ANEFX vs ANWPX
American Funds New Economy A
Price$68.90
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets39.41B
American Funds New Perspective A
Price$70.98
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets158.35B
ANEFX vs ANWPX Comparison Chart in %
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ANEFX vs. ANWPX commentary
Jul 29, 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 StrongBuy and ANWPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. ANEFX (39.4B). ANWPX pays higher dividends than ANEFX: ANWPX (0.51) vs ANEFX (0.00). ANEFX was incepted earlier than ANWPX: ANEFX (42 years) vs ANWPX (52 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 annual gain was more profitable for investors over the last year : 17.07 vs. ANEFX (13.47). ANWPX return over 5 years is better than : 42.99 vs. ANEFX (39.90).
| 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 | 52 years | - |
| Gain YTD | 12.874 | 14.651 | 88% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 158B | 25% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 13.47 | 17.07 | 79% |
| Returns for 3 years | 56.37 | 45.17 | 125% |
| Returns for 5 years | 39.90 | 42.99 | 93% |
| Returns for 10 years | 71.71 | 87.23 | 82% |
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