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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$67.74
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets150.13B
Macquarie Global Growth Fund
Price$38.48
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets907.1M
FNPFX vs IVINX Comparison Chart
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FNPFX vs. IVINX commentary
Jun 07, 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 Buy and IVINX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 150B vs. IVINX (907M). FNPFX pays higher dividends than IVINX: FNPFX (0.82) vs IVINX (0.23). FNPFX was incepted earlier than IVINX: FNPFX (8 years) vs IVINX (39 years). IVINX (1.19) is less costly to investors than FNPFX (0.41). IVINX is a more actively managed with annual turnover of: 47.00 vs. FNPFX (24.00). IVINX has a lower initial minimum investment than FNPFX: IVINX (1000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 9.70 vs. IVINX (8.44). FNPFX return over 5 years is better than : 45.57 vs. IVINX (-16.84).
| FNPFX | IVINX | FNPFX / IVINX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.19 | 34% |
| Fund Existence | 8 years | 39 years | - |
| Gain YTD | 9.082 | 9.256 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 907M | 16,538% |
| Annual Yield % from dividends | 0.82 | 0.23 | 357% |
| Returns for 1 year | 9.70 | 8.44 | 115% |
| Returns for 3 years | 29.75 | -24.26 | -123% |
| Returns for 5 years | 45.57 | -16.84 | -271% |
| Returns for 10 years | N/A | -8.58 | - |
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