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FNFPX vs IVINX
FNFPX vs IVINX Comparison
Open Charts FNFPX vs IVINX
American Funds New Perspective 529-F-3
Price$69.66
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets154.98B
Macquarie Global Growth Fund
Price$39.54
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets924.95M
FNFPX vs IVINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 155B vs. IVINX (925M). 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: 55.00 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 : 12.50 vs. IVINX (10.52).
| 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 | 12.114 | 12.266 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 925M | 16,757% |
| Annual Yield % from dividends | 0.78 | 0.23 | 338% |
| Returns for 1 year | 12.50 | 10.52 | 119% |
| Returns for 3 years | 47.36 | -14.96 | -317% |
| Returns for 5 years | N/A | -14.02 | - |
| Returns for 10 years | N/A | -5.85 | - |
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