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FNFPX vs MSPTX
FNFPX vs MSPTX Comparison
Open Charts FNFPX vs MSPTX
American Funds New Perspective 529-F-3
Price$63.27
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
Morgan Stanley Inst Global Insgt C
Price$14.05
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets57.81M
FNFPX vs MSPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 142B vs. MSPTX (57.8M). FNFPX pays higher dividends than MSPTX: FNFPX (0.83) vs MSPTX (0.66). FNFPX was incepted earlier than MSPTX: FNFPX (5 years) vs MSPTX (10 years). MSPTX (2.44) is less costly to investors than FNFPX (0.47). MSPTX is a more actively managed with annual turnover of: 54.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MSPTX: FNFPX (250) vs MSPTX (1000). MSPTX annual gain was more profitable for investors over the last year : 40.22 vs. FNFPX (5.99).
| FNFPX | MSPTX | FNFPX / MSPTX | |
| Total Expense Ratio | 0.47 | 2.10 | 22% |
| Annual Report Gross Expense Ratio | 0.47 | 2.44 | 19% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.197 | -0.214 | -1,026% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 57.8M | 245,675% |
| Annual Yield % from dividends | 0.83 | 0.66 | 126% |
| Returns for 1 year | 5.99 | 40.22 | 15% |
| Returns for 3 years | 30.45 | 82.65 | 37% |
| Returns for 5 years | N/A | -24.27 | - |
| Returns for 10 years | N/A | 5.90 | - |
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