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ANWFX vs FNNEX
ANWFX vs FNNEX Comparison
Open Charts ANWFX vs FNNEX
American Funds New Perspective F2
Price$71.97
Change+$0.67 (+0.94%)
VolumeN/A
Net Assets159.21B
American Funds New Economy 529-F-3
Price$72.10
Change+$1.08 (+1.52%)
VolumeN/A
Net Assets40.52B
ANWFX vs FNNEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. FNNEX (40.5B). ANWFX pays higher dividends than FNNEX: ANWFX (0.68) vs FNNEX (0.07). ANWFX was incepted earlier than FNNEX: ANWFX (17 years) vs FNNEX (5 years). ANWFX (0.52) is less costly to investors than FNNEX (0.47). FNNEX is a more actively managed with annual turnover of: 36.00 vs. ANWFX (24.00). ANWFX (250) and FNNEX (250) have matching initial minimum investment requirements. FNNEX (18.47) and ANWFX (17.97) have marching annual gain over last year.
| ANWFX | FNNEX | ANWFX / FNNEX | |
| Total Expense Ratio | 0.52 | 0.47 | 111% |
| Annual Report Gross Expense Ratio | 0.52 | 0.47 | 111% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 16.475 | 17.599 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 40.5B | 393% |
| Annual Yield % from dividends | 0.68 | 0.07 | 931% |
| Returns for 1 year | 17.97 | 18.47 | 97% |
| Returns for 3 years | 43.44 | 57.38 | 76% |
| Returns for 5 years | 38.27 | N/A | - |
| Returns for 10 years | 100.43 | N/A | - |
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