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FNFPX vs MLMAX
FNFPX vs MLMAX Comparison
Open Charts FNFPX vs MLMAX
American Funds New Perspective 529-F-3
Price$65.85
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
Morgan Stanley Instl Global Core A
Price$21.34
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets43.89M
FNFPX vs MLMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 148B vs. MLMAX (43.9M). FNFPX pays higher dividends than MLMAX: FNFPX (0.83) vs MLMAX (0.00). FNFPX was incepted earlier than MLMAX: FNFPX (5 years) vs MLMAX (9 years). MLMAX (2.00) is less costly to investors than FNFPX (0.47). MLMAX is a more actively managed with annual turnover of: 39.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MLMAX: FNFPX (250) vs MLMAX (1000). MLMAX annual gain was more profitable for investors over the last year : 11.13 vs. FNFPX (7.82).
| FNFPX | MLMAX | FNFPX / MLMAX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 2.00 | 24% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 6.364 | 3.087 | 206% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 43.9M | 337,130% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 7.82 | 11.13 | 70% |
| Returns for 3 years | 32.85 | 49.83 | 66% |
| Returns for 5 years | N/A | 87.48 | - |
| Returns for 10 years | N/A | N/A | - |
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