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FNFPX vs MLMSX
FNFPX vs MLMSX Comparison
Open Charts FNFPX vs MLMSX
American Funds New Perspective 529-F-3
Price$67.46
Change+$0.63 (+0.94%)
VolumeN/A
Net Assets149.31B
Morgan Stanley Instl Global Core R6
Price$21.85
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets42.66M
FNFPX vs MLMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 149B vs. MLMSX (42.7M). FNFPX pays higher dividends than MLMSX: FNFPX (0.78) vs MLMSX (0.21). FNFPX was incepted earlier than MLMSX: FNFPX (5 years) vs MLMSX (9 years). MLMSX (20.37) 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 : 8.92 vs. FNFPX (8.19).
| FNFPX | MLMSX | FNFPX / MLMSX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 20.37 | 2% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 7.947 | 3.097 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 42.7M | 348,946% |
| Annual Yield % from dividends | 0.78 | 0.21 | 373% |
| Returns for 1 year | 8.19 | 8.92 | 92% |
| Returns for 3 years | 37.96 | 53.06 | 72% |
| Returns for 5 years | N/A | 77.60 | - |
| Returns for 10 years | N/A | N/A | - |
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