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FNPFX vs ITGRX
FNPFX vs ITGRX Comparison
Open Charts FNPFX vs ITGRX
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
Macquarie Global Growth Fund R6
Price$36.19
Change-$1.53 (-4.06%)
VolumeN/A
Net Assets867.33M
FNPFX vs ITGRX Comparison Chart
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FNPFX vs. ITGRX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNPFX is a Hold and ITGRX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. ITGRX (867M). FNPFX pays higher dividends than ITGRX: FNPFX (0.90) vs ITGRX (0.42). FNPFX was incepted earlier than ITGRX: FNPFX (8 years) vs ITGRX (11 years). ITGRX (0.92) is less costly to investors than FNPFX (0.41). ITGRX is a more actively managed with annual turnover of: 47.00 vs. FNPFX (24.00). ITGRX has a lower initial minimum investment than FNPFX: ITGRX (0) vs FNPFX (1000000). ITGRX annual gain was more profitable for investors over the last year : 3.48 vs. FNPFX (2.70). FNPFX return over 5 years is better than : 70.87 vs. ITGRX (3.79).
| FNPFX | ITGRX | FNPFX / ITGRX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 0.92 | 45% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -0.725 | 0.856 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 867M | 16,032% |
| Annual Yield % from dividends | 0.90 | 0.42 | 212% |
| Returns for 1 year | 2.70 | 3.48 | 78% |
| Returns for 3 years | 3.22 | -32.45 | -10% |
| Returns for 5 years | 70.87 | 3.79 | 1,868% |
| Returns for 10 years | N/A | -10.62 | - |
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