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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$73.81
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
American Funds New Economy F3
Price$77.61
Change-$1.95 (-2.45%)
VolumeN/A
Net Assets43.66B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX commentary
Nov 14, 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 ANWFX is a Buy and FNEFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 165B vs. FNEFX (43.7B). ANWFX pays higher dividends than FNEFX: ANWFX (0.65) vs FNEFX (0.11). ANWFX was incepted earlier than FNEFX: ANWFX (17 years) vs FNEFX (9 years). ANWFX (0.52) is less costly to investors than FNEFX (0.41). FNEFX is a more actively managed with annual turnover of: 36.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than FNEFX: ANWFX (250) vs FNEFX (1000000). FNEFX annual gain was more profitable for investors over the last year : 15.85 vs. ANWFX (14.89). FNEFX return over 5 years is better than : 41.79 vs. ANWFX (34.93).
| ANWFX | FNEFX | ANWFX / FNEFX | |
| Total Expense Ratio | 0.52 | 0.41 | 127% |
| Annual Report Gross Expense Ratio | 0.52 | 0.41 | 127% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 21.444 | 29.135 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 43.7B | 378% |
| Annual Yield % from dividends | 0.65 | 0.11 | 620% |
| Returns for 1 year | 14.89 | 15.85 | 94% |
| Returns for 3 years | 51.57 | 77.19 | 67% |
| Returns for 5 years | 34.93 | 41.79 | 84% |
| Returns for 10 years | 102.75 | N/A | - |
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