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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$71.37
Change-$2.65 (-3.58%)
VolumeN/A
Net Assets162.72B
American Funds New Economy F3
Price$75.26
Change-$1.84 (-2.39%)
VolumeN/A
Net Assets43.76B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX 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 ANWFX is a Hold and FNEFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. FNEFX (43.8B). ANWFX pays higher dividends than FNEFX: ANWFX (1.20) vs FNEFX (0.00). ANWFX was incepted earlier than FNEFX: ANWFX (18 years) vs FNEFX (9 years). ANWFX (0.51) is less costly to investors than FNEFX (0.41). FNEFX is a more actively managed with annual turnover of: 36.00 vs. ANWFX (23.00). 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 : 17.15 vs. ANWFX (13.20). FNEFX return over 5 years is better than : 21.62 vs. ANWFX (17.76).
| ANWFX | FNEFX | ANWFX / FNEFX | |
| Total Expense Ratio | 0.51 | 0.41 | 124% |
| Annual Report Gross Expense Ratio | 0.51 | 0.41 | 124% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 1.609 | 2.325 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 43.8B | 372% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.20 | 17.15 | 77% |
| Returns for 3 years | 42.41 | 57.74 | 73% |
| Returns for 5 years | 17.76 | 21.62 | 82% |
| Returns for 10 years | 130.29 | N/A | - |
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