Interact to see
Advertisement
Advertisement
FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$70.79
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets156.96B
MFS Global Growth R6
Price$66.93
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets930.87M
FNFPX vs MWOKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 157B vs. MWOKX (931M). FNFPX pays higher dividends than MWOKX: FNFPX (0.74) vs MWOKX (0.31). FNFPX was incepted earlier than MWOKX: FNFPX (5 years) vs MWOKX (12 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 : 17.32 vs. MWOKX (3.62).
| 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 | 12 years | - |
| Gain YTD | 14.343 | 4.057 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 931M | 16,864% |
| Annual Yield % from dividends | 0.74 | 0.31 | 240% |
| Returns for 1 year | 17.32 | 3.62 | 479% |
| Returns for 3 years | 40.26 | 19.70 | 204% |
| Returns for 5 years | N/A | 28.13 | - |
| Returns for 10 years | N/A | 92.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement