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FNFPX vs SUGAX
FNFPX vs SUGAX Comparison
Open Charts FNFPX vs SUGAX
American Funds New Perspective 529-F-3
Price$67.52
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Victory Pioneer Global Growth A
Price$13.40
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets3.16M
FNFPX vs SUGAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B 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 : 11.58 vs. FNFPX (9.63).
| 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 | 9.062 | 10.099 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 3.16M | 4,749,842% |
| Annual Yield % from dividends | 0.78 | 0.00 | 102,436% |
| Returns for 1 year | 9.63 | 11.58 | 83% |
| Returns for 3 years | 30.94 | 45.17 | 68% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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