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FNFPX vs MSPTX
FNFPX vs MSPTX Comparison
Open Charts FNFPX vs MSPTX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Morgan Stanley Inst Global Insgt C
Price$16.24
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets65.62M
FNFPX vs MSPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. MSPTX (65.6M). FNFPX pays higher dividends than MSPTX: FNFPX (0.74) vs MSPTX (0.56). FNFPX was incepted earlier than MSPTX: FNFPX (5 years) vs MSPTX (10 years). MSPTX (2.47) 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 : 63.05 vs. FNFPX (11.56).
| FNFPX | MSPTX | FNFPX / MSPTX | |
| Total Expense Ratio | 0.47 | 2.10 | 22% |
| Annual Report Gross Expense Ratio | 0.47 | 2.47 | 19% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 13.116 | 15.917 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 65.6M | 237,805% |
| Annual Yield % from dividends | 0.74 | 0.56 | 133% |
| Returns for 1 year | 11.56 | 63.05 | 18% |
| Returns for 3 years | 48.67 | 131.08 | 37% |
| Returns for 5 years | N/A | -30.36 | - |
| Returns for 10 years | N/A | 28.14 | - |