Interact to see
Advertisement
Advertisement
ANWFX vs FNEFX
ANWFX vs FNEFX Comparison
Open Charts ANWFX vs FNEFX
American Funds New Perspective F2
Price$73.71
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.86B
American Funds New Economy F3
Price$76.58
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets42.41B
ANWFX vs FNEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. FNEFX commentary
Oct 19, 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 Hold and FNEFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. FNEFX (42.4B). ANWFX pays higher dividends than FNEFX: ANWFX (0.67) 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 (13.36) and ANWFX (13.01) have marching annual gain over last year. FNEFX return over 5 years is better than : 41.38 vs. ANWFX (36.12).
| 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 | 19.291 | 24.298 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 42.4B | 384% |
| Annual Yield % from dividends | 0.67 | 0.11 | 598% |
| Returns for 1 year | 13.01 | 13.36 | 97% |
| Returns for 3 years | 62.26 | 81.22 | 77% |
| Returns for 5 years | 36.12 | 41.38 | 87% |
| Returns for 10 years | 99.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement