ANEFX vs. VTI
Compare and contrast key facts about American Funds The New Economy Fund (ANEFX) and Vanguard Total Stock Market ETF (VTI).
ANEFX is managed by American Funds. It was launched on Nov 30, 1983. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANEFX or VTI.
Correlation
The correlation between ANEFX and VTI is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ANEFX vs. VTI - Performance Comparison
Key characteristics
ANEFX:
0.61
VTI:
1.65
ANEFX:
0.86
VTI:
2.23
ANEFX:
1.13
VTI:
1.30
ANEFX:
0.58
VTI:
2.50
ANEFX:
2.35
VTI:
9.95
ANEFX:
4.83%
VTI:
2.16%
ANEFX:
18.52%
VTI:
13.04%
ANEFX:
-60.55%
VTI:
-55.45%
ANEFX:
-9.98%
VTI:
-2.38%
Returns By Period
In the year-to-date period, ANEFX achieves a 3.40% return, which is significantly higher than VTI's 2.11% return. Over the past 10 years, ANEFX has underperformed VTI with an annualized return of 5.35%, while VTI has yielded a comparatively higher 12.40% annualized return.
ANEFX
3.40%
-2.21%
-1.54%
8.74%
5.77%
5.35%
VTI
2.11%
-1.56%
7.28%
19.09%
13.48%
12.40%
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ANEFX vs. VTI - Expense Ratio Comparison
ANEFX has a 0.75% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
ANEFX vs. VTI — Risk-Adjusted Performance Rank
ANEFX
VTI
ANEFX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund (ANEFX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ANEFX vs. VTI - Dividend Comparison
ANEFX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANEFX American Funds The New Economy Fund | 0.00% | 0.00% | 0.24% | 0.00% | 0.00% | 0.02% | 0.33% | 0.61% | 0.18% | 0.26% | 0.43% | 9.31% |
VTI Vanguard Total Stock Market ETF | 1.24% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
ANEFX vs. VTI - Drawdown Comparison
The maximum ANEFX drawdown since its inception was -60.55%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ANEFX and VTI. For additional features, visit the drawdowns tool.
Volatility
ANEFX vs. VTI - Volatility Comparison
American Funds The New Economy Fund (ANEFX) has a higher volatility of 4.74% compared to Vanguard Total Stock Market ETF (VTI) at 3.46%. This indicates that ANEFX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.