Interact to see
Advertisement
Advertisement
FNFPX vs IVINX
FNFPX vs IVINX Comparison
Open Charts FNFPX vs IVINX
American Funds New Perspective 529-F-3
Price$67.52
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Macquarie Global Growth Fund
Price$38.48
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets907.1M
FNFPX vs IVINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B vs. IVINX (907M). FNFPX pays higher dividends than IVINX: FNFPX (0.78) vs IVINX (0.23). FNFPX was incepted earlier than IVINX: FNFPX (5 years) vs IVINX (39 years). IVINX (1.19) is less costly to investors than FNFPX (0.47). IVINX is a more actively managed with annual turnover of: 47.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than IVINX: FNFPX (250) vs IVINX (1000). FNFPX annual gain was more profitable for investors over the last year : 9.63 vs. IVINX (8.44).
| FNFPX | IVINX | FNFPX / IVINX | |
| Total Expense Ratio | 0.47 | 1.10 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.19 | 39% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 9.062 | 9.256 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 907M | 16,538% |
| Annual Yield % from dividends | 0.78 | 0.23 | 338% |
| Returns for 1 year | 9.63 | 8.44 | 114% |
| Returns for 3 years | 30.94 | -24.26 | -128% |
| Returns for 5 years | N/A | -16.84 | - |
| Returns for 10 years | N/A | -8.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement