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ANWFX vs FNEEX
ANWFX vs FNEEX Comparison
Open Charts ANWFX vs FNEEX
American Funds New Perspective F2
Price$71.41
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
American Funds New Economy 529-F-2
Price$70.09
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets39.74B
ANWFX vs FNEEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. FNEEX (39.7B). ANWFX pays higher dividends than FNEEX: ANWFX (0.70) vs FNEEX (0.03). ANWFX was incepted earlier than FNEEX: ANWFX (17 years) vs FNEEX (5 years). ANWFX (0.52) and FNEEX (0.52) have similar cost to investors . FNEEX is a more actively managed with annual turnover of: 36.00 vs. ANWFX (24.00). ANWFX (250) and FNEEX (250) have matching initial minimum investment requirements. ANWFX annual gain was more profitable for investors over the last year : 13.90 vs. FNEEX (10.15).
| ANWFX | FNEEX | ANWFX / FNEEX | |
| Total Expense Ratio | 0.52 | 0.52 | 100% |
| Annual Report Gross Expense Ratio | 0.52 | 0.52 | 100% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 15.569 | 14.265 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 39.7B | 401% |
| Annual Yield % from dividends | 0.70 | 0.03 | 2,556% |
| Returns for 1 year | 13.90 | 10.15 | 137% |
| Returns for 3 years | 35.16 | 45.20 | 78% |
| Returns for 5 years | 39.36 | N/A | - |
| Returns for 10 years | 88.81 | N/A | - |
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