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FNFPX vs MECDX
FNFPX vs MECDX Comparison
Open Charts FNFPX vs MECDX
American Funds New Perspective 529-F-3
Price$57.25
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
NYLI Epoch Capital Growth
Price$13.66
Change-$0.28 (-2.01%)
VolumeN/A
Net Assets159.61M
FNFPX vs MECDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 132B vs. MECDX (160M). FNFPX pays higher dividends than MECDX: FNFPX (0.85) vs MECDX (0.40). FNFPX was incepted earlier than MECDX: FNFPX (4 years) vs MECDX (9 years). MECDX (1.23) is less costly to investors than FNFPX (0.47). MECDX is a more actively managed with annual turnover of: 33.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MECDX: FNFPX (250) vs MECDX (15000). FNFPX annual gain was more profitable for investors over the last year : -1.50 vs. MECDX (-7.17).
| FNFPX | MECDX | FNFPX / MECDX | |
| Total Expense Ratio | 0.47 | 1.15 | 41% |
| Annual Report Gross Expense Ratio | 0.47 | 1.23 | 38% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -5.492 | -7.640 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 160M | 82,500% |
| Annual Yield % from dividends | 0.85 | 0.40 | 212% |
| Returns for 1 year | -1.50 | -7.17 | 21% |
| Returns for 3 years | 5.16 | 19.20 | 27% |
| Returns for 5 years | N/A | 18.15 | - |
| Returns for 10 years | N/A | N/A | - |
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