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FNFPX vs MLMSX
FNFPX vs MLMSX Comparison
Open Charts FNFPX vs MLMSX
American Funds New Perspective 529-F-3
Price$63.27
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
Morgan Stanley Instl Global Core R6
Price$20.81
Change+$0.19 (+0.92%)
VolumeN/A
Net Assets43.1M
FNFPX vs MLMSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 142B vs. MLMSX (43.1M). FNFPX pays higher dividends than MLMSX: FNFPX (0.83) vs MLMSX (0.22). FNFPX was incepted earlier than MLMSX: FNFPX (5 years) vs MLMSX (9 years). MLMSX (16.70) is less costly to investors than FNFPX (0.47). MLMSX is a more actively managed with annual turnover of: 39.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MLMSX: FNFPX (250) vs MLMSX (5000000). MLMSX annual gain was more profitable for investors over the last year : 8.35 vs. FNFPX (5.99).
| FNFPX | MLMSX | FNFPX / MLMSX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 16.70 | 3% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.197 | -1.763 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 43.1M | 329,466% |
| Annual Yield % from dividends | 0.83 | 0.22 | 373% |
| Returns for 1 year | 5.99 | 8.35 | 72% |
| Returns for 3 years | 30.45 | 45.34 | 67% |
| Returns for 5 years | N/A | 83.33 | - |
| Returns for 10 years | N/A | N/A | - |
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