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FNPFX vs ITGRX
FNPFX vs ITGRX Comparison
Open Charts FNPFX vs ITGRX
American Funds New Perspective F3
Price$66.04
Change-$2.09 (-3.07%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund Class R6
Price$37.47
Change-$1.06 (-2.75%)
VolumeN/A
CapitalizationN/A
FNPFX vs ITGRX Comparison Chart
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FNPFX vs. ITGRX commentary
Dec 19, 2024
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 Buy and ITGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 149B vs. ITGRX (927M). FNPFX pays higher dividends than ITGRX: FNPFX (1.11) vs ITGRX (0.94). FNPFX was incepted earlier than ITGRX: FNPFX (8 years) vs ITGRX (10 years). ITGRX is a more actively managed with annual turnover of: 39.00 vs. FNPFX (17.00). ITGRX has a lower initial minimum investment than FNPFX: ITGRX (0) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 23.54 vs. ITGRX (18.02). FNPFX return over 5 years is better than : 42.43 vs. ITGRX (-18.39).
| FNPFX | ITGRX | FNPFX / ITGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 21.878 | 17.159 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 927M | 16,073% |
| Annual Yield % from dividends | 1.11 | 0.94 | 118% |
| Returns for 1 year | 23.54 | 18.02 | 131% |
| Returns for 3 years | 8.06 | -33.96 | -24% |
| Returns for 5 years | 42.43 | -18.39 | -231% |
| Returns for 10 years | N/A | -3.75 | - |