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FNFPX vs PGROX
FNFPX vs PGROX Comparison
Open Charts FNFPX vs PGROX
American Funds New Perspective 529-F-3
Price$73.50
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets162.63B
BNY Mellon Worldwide Growth A
Price$72.86
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets1.04B
FNFPX vs PGROX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. PGROX (1.04B). FNFPX pays higher dividends than PGROX: FNFPX (0.73) vs PGROX (0.14). FNFPX was incepted earlier than PGROX: FNFPX (5 years) vs PGROX (32 years). PGROX (1.12) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. PGROX (13.83). FNFPX has a lower initial minimum investment than PGROX: FNFPX (250) vs PGROX (1000). FNFPX annual gain was more profitable for investors over the last year : 15.45 vs. PGROX (-1.01).
| FNFPX | PGROX | FNFPX / PGROX | |
| Total Expense Ratio | 0.47 | 1.12 | 42% |
| Annual Report Gross Expense Ratio | 0.47 | 1.12 | 42% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 18.721 | 11.020 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.04B | 15,673% |
| Annual Yield % from dividends | 0.73 | 0.14 | 520% |
| Returns for 1 year | 15.45 | -1.01 | -1,530% |
| Returns for 3 years | 54.54 | 25.69 | 212% |
| Returns for 5 years | N/A | 23.18 | - |
| Returns for 10 years | N/A | 48.53 | - |
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