ANEFX
American Funds New Economy A
1W: -0.5%
1M: +0.6%
3M: -2.7%
YTD: +17.2%
1Y: +15.1%
3Y: +98.4%
5Y: +57.7%
$86.75
+0.64 (+0.74%)
Weekly Expected Move ±1.7%
$83
$85
$86
$88
$89
Similar ETFs
20 peers by holdings overlap (183 holdings)
AGTHX
American Funds The Growth Fund of America Class A
47.5%
Shared90 holdings
Total298
AUM$362.5B
Price$89.48
ANCFX
American Funds Fundamental Investors
47.0%
Shared83 holdings
Total230
AUM$181.9B
Price$102.55
ABALX
American Balanced Fund A
45.3%
Shared62 holdings
Total166
AUM$284.2B
Price$39.88
ANWPX
American Funds New Perspective Fund Class A
41.4%
Shared88 holdings
Total269
AUM$169.9B
Price$75.61
ROGSX
Red Oak Technology Select Fund
41.3%
Shared27 holdings
Total28
AUM$843M
Price$65.74
AMCPX
AMCAP Fund A
39.6%
Shared50 holdings
Total133
AUM$93.0B
Price$45.42
CWGIX
American Funds Capital World Growth and Income Fund Class A
39.0%
Shared79 holdings
Total313
AUM$155.2B
Price$81.40
FFA
First Trust Enhanced Equity Income Fund
35.0%
Shared36 holdings
Total62
AUM$444M
Price$22.21
AIVSX
American Funds Invmt Co of Amer A
34.5%
Shared48 holdings
Total162
AUM$179.4B
Price$68.59
PBAIX
BlackRock Tactical Opportunities Instl
34.1%
Shared232 holdings
Total1,021
AUM$6.0B
Price$18.18
DLCEX
Dana Large Cap Equity Fund
34.0%
Shared23 holdings
Total51
AUM$70M
Price$23.79
FKDNX
Franklin DynaTech A
33.7%
Shared33 holdings
Total94
AUM$33.4B
Price$213.16
FDEQX
Fidelity Disciplined Equity Fund
33.5%
Shared38 holdings
Total115
AUM$2.4B
Price$81.70
BBGLX
Bridge Builder Large Cap Growth
33.1%
Shared61 holdings
Total308
AUM$31.8B
Price$28.15
DTLGX
Wilshire Large Company Growth Portfolio
32.7%
Shared36 holdings
Total168
AUM$297M
Price$45.10
RPGEX
T. Rowe Price Global Growth Stock
32.4%
Shared52 holdings
Total210
AUM$1.0B
Price$50.75
CTCAX
Columbia Global Technology Growth Fund
31.9%
Shared31 holdings
Total99
AUM$6.3B
Price$138.28
HACAX
Harbor Capital Appreciation Fund Institutional Class
31.7%
Shared22 holdings
Total45
AUM$26.6B
Price$129.68
FOCPX
Fidelity OTC Portfolio
31.4%
Shared29 holdings
Total105
AUM$44.1B
Price$28.05
FSPGX
Fidelity Large Cap Growth Idx
31.3%
Shared67 holdings
Total386
AUM$49.5B
Price$49.87
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANEFX | $52.0B | 162 | 34.9% | 8.1 | 4.9 | 6.8 | 91.2% | 84.4% | 0.96% | +42.4% | +68.3% | 65.5 | 6.6 |
| AGTHX | $362.5B | 298 | 35.5% | 9.1 | 4.2 | 5.4 | 62.5% | 59.6% | 0.89% | +29.3% | +41.4% | 57.6 | 6.3 |
| ANCFX | $181.9B | 230 | 33.4% | 8.1 | 4.9 | 6.7 | 89.0% | 82.5% | 1.70% | +27.1% | +48.9% | 57.7 | 6.4 |
| ABALX | $284.2B | 166 | 18.7% | 7.9 | 4.7 | 6.4 | 86.4% | 81.0% | 1.79% | +26.7% | +48.4% | 58.8 | 6.7 |
| ANWPX | $169.9B | 269 | 26.7% | 10.6 | 3.5 | 4.1 | 41.3% | 38.8% | 1.63% | +24.1% | +37.7% | 59.5 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| AMCPX | $93.0B | 133 | 44.0% | 16.6 | 5.3 | 5.2 | 37.7% | 31.1% | 0.85% | +23.6% | +41.2% | 63.4 | 6.5 |
| CWGIX | $155.2B | 313 | 24.4% | 11.5 | 3.1 | 3.6 | 31.8% | 31.4% | 2.25% | +22.5% | +43.2% | 56.6 | 6.3 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| AIVSX | $179.4B | 162 | 41.3% | 11.8 | 3.4 | 3.8 | 33.0% | 32.5% | 1.51% | +19.7% | +45.7% | 57.1 | 6.5 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |