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FNFPX vs MLMAX
FNFPX vs MLMAX Comparison
Open Charts FNFPX vs MLMAX
American Funds New Perspective 529-F-3
Price$60.97
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Morgan Stanley Instl Global Core A
Price$19.85
Change+$0.37 (+1.90%)
VolumeN/A
Net Assets40.9M
FNFPX vs MLMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 135B vs. MLMAX (40.9M). FNFPX pays higher dividends than MLMAX: FNFPX (0.85) vs MLMAX (0.00). FNFPX was incepted earlier than MLMAX: FNFPX (4 years) vs MLMAX (9 years). MLMAX (2.32) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. MLMAX (18.00). 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 : 5.75 vs. FNFPX (4.58).
| FNFPX | MLMAX | FNFPX / MLMAX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 2.32 | 20% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -1.518 | -6.030 | 25% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 40.9M | 330,073% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 4.58 | 5.75 | 80% |
| Returns for 3 years | 13.38 | 26.60 | 50% |
| Returns for 5 years | N/A | 79.84 | - |
| Returns for 10 years | N/A | N/A | - |
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