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FNFPX vs MSPTX
FNFPX vs MSPTX Comparison
Open Charts FNFPX vs MSPTX
American Funds New Perspective 529-F-3
Price$59.01
Change-$2.45 (-3.99%)
VolumeN/A
Net Assets139.04B
Morgan Stanley Inst Global Insgt C
Price$12.14
Change-$1.06 (-8.03%)
VolumeN/A
Net Assets58.49M
FNFPX vs MSPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 139B vs. MSPTX (58.5M). FNFPX pays higher dividends than MSPTX: FNFPX (0.85) vs MSPTX (0.72). FNFPX was incepted earlier than MSPTX: FNFPX (4 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: 43.00 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 : 31.74 vs. FNFPX (2.65).
| FNFPX | MSPTX | FNFPX / MSPTX | |
| Total Expense Ratio | 0.47 | 2.10 | 22% |
| Annual Report Gross Expense Ratio | 0.47 | 2.44 | 19% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -0.727 | -5.782 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 58.5M | 237,607% |
| Annual Yield % from dividends | 0.85 | 0.72 | 118% |
| Returns for 1 year | 2.65 | 31.74 | 8% |
| Returns for 3 years | 4.16 | 15.07 | 28% |
| Returns for 5 years | N/A | -1.42 | - |
| Returns for 10 years | N/A | N/A | - |