Interact to see
Advertisement
Advertisement
FNFPX vs SUGAX
FNFPX vs SUGAX Comparison
Open Charts FNFPX vs SUGAX
American Funds New Perspective 529-F-3
Price$68.95
Change+$0.63 (+0.92%)
VolumeN/A
Net Assets152.59B
Victory Pioneer Global Growth A
Price$13.60
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets3.16M
FNFPX vs SUGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 153B vs. SUGAX (3.16M). FNFPX pays higher dividends than SUGAX: FNFPX (0.78) vs SUGAX (0.00). FNFPX was incepted earlier than SUGAX: FNFPX (5 years) vs SUGAX (4 years). SUGAX (6.99) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. SUGAX (21.00). FNFPX has a lower initial minimum investment than SUGAX: FNFPX (250) vs SUGAX (1000). SUGAX annual gain was more profitable for investors over the last year : 13.28 vs. FNFPX (11.25).
| FNFPX | SUGAX | FNFPX / SUGAX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 6.99 | 7% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 11.371 | 11.589 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 3.16M | 4,835,651% |
| Annual Yield % from dividends | 0.78 | 0.00 | 102,436% |
| Returns for 1 year | 11.25 | 13.28 | 85% |
| Returns for 3 years | 42.65 | 55.05 | 77% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement