Ad is loading...
FNFPX vs IVIYX
FNFPX vs IVIYX Comparison
Open Charts FNFPX vs IVIYX
American Funds New Perspective 529-F-3
Price$54.24
Change-$0.50 (-0.91%)
VolumeN/A
Net Assets123.75B
Macquarie Global Growth Fund
Price$31.74
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets773.83M
FNFPX vs IVIYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 124B vs. IVIYX (774M). FNFPX pays higher dividends than IVIYX: FNFPX (0.85) vs IVIYX (0.25). FNFPX was incepted earlier than IVIYX: FNFPX (4 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: 47.00 vs. FNFPX (24.00). IVIYX has a lower initial minimum investment than FNFPX: IVIYX (0) vs FNFPX (250). IVIYX annual gain was more profitable for investors over the last year : -8.99 vs. FNFPX (-9.46).
| FNFPX | IVIYX | FNFPX / IVIYX | |
| Total Expense Ratio | 0.47 | 1.10 | 43% |
| Annual Report Gross Expense Ratio | 0.47 | 1.20 | 39% |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | -12.389 | -10.818 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 774M | 16,021% |
| Annual Yield % from dividends | 0.85 | 0.25 | 333% |
| Returns for 1 year | -9.46 | -8.99 | 105% |
| Returns for 3 years | -4.33 | -40.32 | 11% |
| Returns for 5 years | N/A | -19.71 | - |
| Returns for 10 years | N/A | -26.89 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...