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FNFPX vs THMEX
FNFPX vs THMEX Comparison
Open Charts FNFPX vs THMEX
American Funds New Perspective 529-F-3
Price$59.01
Change-$2.45 (-3.99%)
VolumeN/A
Net Assets139.04B
CCT Thematic Equity Institutional
Price$13.45
Change-$0.58 (-4.13%)
VolumeN/A
Net Assets59.96M
FNFPX vs THMEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 139B vs. THMEX (60M). THMEX pays higher dividends than FNFPX: THMEX (1.11) vs FNFPX (0.85). FNFPX was incepted earlier than THMEX: FNFPX (4 years) vs THMEX (5 years). THMEX (0.98) is less costly to investors than FNFPX (0.47). THMEX is a more actively managed with annual turnover of: 31.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than THMEX: FNFPX (250) vs THMEX (20000000). THMEX (2.73) and FNFPX (2.65) have marching annual gain over last year.
| FNFPX | THMEX | FNFPX / THMEX | |
| Total Expense Ratio | 0.47 | 0.65 | 72% |
| Annual Report Gross Expense Ratio | 0.47 | 0.98 | 48% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -0.727 | 0.358 | -203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 20000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60M | 231,667% |
| Annual Yield % from dividends | 0.85 | 1.11 | 77% |
| Returns for 1 year | 2.65 | 2.73 | 97% |
| Returns for 3 years | 4.16 | 11.48 | 36% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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