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ANWFX vs FNEEX
ANWFX vs FNEEX Comparison
Open Charts ANWFX vs FNEEX
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
American Funds New Economy 529-F-2
Price$64.69
Change-$0.89 (-1.36%)
VolumeN/A
Net Assets37.11B
ANWFX vs FNEEX Comparison Chart
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. FNEEX (37.1B). ANWFX pays higher dividends than FNEEX: ANWFX (0.73) 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 : 9.12 vs. FNEEX (3.45).
| 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 | 8.788 | 5.461 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 37.1B | 407% |
| Annual Yield % from dividends | 0.73 | 0.03 | 2,473% |
| Returns for 1 year | 9.12 | 3.45 | 264% |
| Returns for 3 years | 43.63 | 54.37 | 80% |
| Returns for 5 years | 49.23 | N/A | - |
| Returns for 10 years | 78.05 | N/A | - |