Ad is loading...
FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$63.40
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Macquarie Global Growth Fund
Price$36.17
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets913.92M
FNPFX vs IVINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. IVINX commentary
Jan 19, 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 StrongBuy and IVINX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. IVINX (914M). FNPFX pays higher dividends than IVINX: FNPFX (1.11) vs IVINX (0.55). FNPFX was incepted earlier than IVINX: FNPFX (8 years) vs IVINX (39 years). IVINX is a more actively managed with annual turnover of: 39.00 vs. FNPFX (17.00). IVINX has a lower initial minimum investment than FNPFX: IVINX (1000) vs FNPFX (1000000). IVINX (16.39) and FNPFX (15.79) have marching annual gain over last year. FNPFX return over 5 years is better than : 33.40 vs. IVINX (-25.83).
| FNPFX | IVINX | FNPFX / IVINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 39 years | - |
| Gain YTD | 2.093 | 2.697 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 914M | 15,864% |
| Annual Yield % from dividends | 1.11 | 0.55 | 202% |
| Returns for 1 year | 15.79 | 16.39 | 96% |
| Returns for 3 years | 3.09 | -36.62 | -8% |
| Returns for 5 years | 33.40 | -25.83 | -129% |
| Returns for 10 years | N/A | -10.02 | - |