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ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$72.77
Change+$0.37 (+0.51%)
VolumeN/A
Net Assets160.61B
American Funds New Economy F3
Price$74.07
Change-$0.10 (-0.13%)
VolumeN/A
Net Assets41.39B
ANWFX vs FNEFX Comparison Chart in %
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ANWFX vs. FNEFX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 161B vs. FNEFX (41.4B). ANWFX pays higher dividends than FNEFX: ANWFX (0.68) vs FNEFX (0.12). 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 (11.52) and ANWFX (11.06) have marching annual gain over last year. FNEFX return over 5 years is better than : 44.76 vs. ANWFX (41.74).
| 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 | 17.770 | 20.224 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 41.4B | 389% |
| Annual Yield % from dividends | 0.68 | 0.12 | 585% |
| Returns for 1 year | 11.06 | 11.52 | 96% |
| Returns for 3 years | 62.37 | 78.30 | 80% |
| Returns for 5 years | 41.74 | 44.76 | 93% |
| Returns for 10 years | 112.96 | N/A | - |
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