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FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$72.37
Change-$0.64 (-0.88%)
VolumeN/A
Net Assets160.3B
MFS Global Growth R6
Price$66.72
Change-$0.53 (-0.79%)
VolumeN/A
Net Assets903.42M
FNFPX vs MWOKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 160B vs. MWOKX (903M). FNFPX pays higher dividends than MWOKX: FNFPX (0.69) vs MWOKX (0.30). FNFPX was incepted earlier than MWOKX: FNFPX (5 years) vs MWOKX (13 years). MWOKX (0.99) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and MWOKX (23.00) have comparable annual turnover. MWOKX has a lower initial minimum investment than FNFPX: MWOKX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 12.52 vs. MWOKX (-0.64). FNFPX return over 5 years is better than : 30.00 vs. MWOKX (18.44).
| FNFPX | MWOKX | FNFPX / MWOKX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 16.895 | 4.947 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 903M | 17,719% |
| Annual Yield % from dividends | 0.69 | 0.30 | 231% |
| Returns for 1 year | 12.52 | -0.64 | -1,962% |
| Returns for 3 years | 48.80 | 26.61 | 183% |
| Returns for 5 years | 30.00 | 18.44 | 163% |
| Returns for 10 years | N/A | 96.52 | - |
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