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FNFPX vs MLMAX
FNFPX vs MLMAX Comparison
Open Charts FNFPX vs MLMAX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Morgan Stanley Instl Global Core A
Price$21.36
Change-$0.32 (-1.48%)
VolumeN/A
Net Assets42.69M
FNFPX vs MLMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. MLMAX (42.7M). FNFPX pays higher dividends than MLMAX: FNFPX (0.78) 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). FNFPX (9.21) and MLMAX (8.98) have marching annual gain over last year.
| 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 | 8.819 | 3.039 | 290% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 42.7M | 353,630% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 9.21 | 8.98 | 103% |
| Returns for 3 years | 45.33 | 57.44 | 79% |
| Returns for 5 years | N/A | 75.45 | - |
| Returns for 10 years | N/A | N/A | - |
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