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FNFPX vs MGKAX
FNFPX vs MGKAX Comparison
Open Charts FNFPX vs MGKAX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets155.36B
Morgan Stanley Global Permanence A
Price$14.19
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets4.22M
FNFPX vs MGKAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 155B vs. MGKAX (4.22M). MGKAX pays higher dividends than FNFPX: MGKAX (2.30) vs FNFPX (0.74). FNFPX was incepted earlier than MGKAX: FNFPX (5 years) vs MGKAX (6 years). MGKAX (8.22) is less costly to investors than FNFPX (0.47). MGKAX is a more actively managed with annual turnover of: 62.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MGKAX: FNFPX (250) vs MGKAX (1000). MGKAX annual gain was more profitable for investors over the last year : 13.45 vs. FNFPX (11.56).
| FNFPX | MGKAX | FNFPX / MGKAX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 8.22 | 6% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 13.116 | 26.471 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 4.22M | 3,669,508% |
| Annual Yield % from dividends | 0.74 | 2.30 | 32% |
| Returns for 1 year | 11.56 | 13.45 | 86% |
| Returns for 3 years | 48.67 | 41.12 | 118% |
| Returns for 5 years | N/A | 31.20 | - |
| Returns for 10 years | N/A | N/A | - |