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FNFPX vs IVIYX
FNFPX vs IVIYX Comparison
Open Charts FNFPX vs IVIYX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Macquarie Global Growth Fund
Price$40.25
Change+$0.33 (+0.83%)
VolumeN/A
Net Assets930.57M
FNFPX vs IVIYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. IVIYX (931M). FNFPX pays higher dividends than IVIYX: FNFPX (0.74) vs IVIYX (0.23). FNFPX was incepted earlier than IVIYX: FNFPX (5 years) vs IVIYX (22 years). IVIYX (1.20) is less costly to investors than FNFPX (0.47). IVIYX is a more actively managed with annual turnover of: 55.00 vs. FNFPX (24.00). IVIYX has a lower initial minimum investment than FNFPX: IVIYX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. IVIYX (9.73).
| FNFPX | IVIYX | FNFPX / IVIYX | |
| Total Expense Ratio | 0.47 | 1.10 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.20 | 39% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 13.116 | 13.094 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 931M | 16,756% |
| Annual Yield % from dividends | 0.74 | 0.23 | 328% |
| Returns for 1 year | 11.56 | 9.73 | 119% |
| Returns for 3 years | 48.67 | -13.87 | -351% |
| Returns for 5 years | N/A | -13.62 | - |
| Returns for 10 years | N/A | -2.97 | - |