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FNFPX vs OPPAX
FNFPX vs OPPAX Comparison
Open Charts FNFPX vs OPPAX
American Funds New Perspective 529-F-3
Price$60.97
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Invesco Global A
Price$87.49
Change+$1.95 (+2.28%)
VolumeN/A
Net Assets8.02B
FNFPX vs OPPAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 135B vs. OPPAX (8.03B). FNFPX pays higher dividends than OPPAX: FNFPX (0.85) vs OPPAX (0.00). FNFPX was incepted earlier than OPPAX: FNFPX (4 years) vs OPPAX (55 years). OPPAX (1.06) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. OPPAX (7.00). FNFPX has a lower initial minimum investment than OPPAX: FNFPX (250) vs OPPAX (1000). FNFPX annual gain was more profitable for investors over the last year : 0.98 vs. OPPAX (-12.20).
| FNFPX | OPPAX | FNFPX / OPPAX | |
| Total Expense Ratio | 0.47 | 1.06 | 44% |
| Annual Report Gross Expense Ratio | 0.47 | 1.06 | 44% |
| Fund Existence | 4 years | 55 years | - |
| Gain YTD | -4.894 | -8.650 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 8.03B | 1,682% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 0.98 | -12.20 | -8% |
| Returns for 3 years | 9.53 | -9.73 | -98% |
| Returns for 5 years | N/A | 5.97 | - |
| Returns for 10 years | N/A | 5.47 | - |