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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
Macquarie Global Growth Fund
Price$34.04
Change-$1.44 (-4.06%)
VolumeN/A
Net Assets867.33M
FNPFX vs IVINX Comparison Chart
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FNPFX vs. IVINX 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 IVINX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. IVINX (867M). FNPFX pays higher dividends than IVINX: FNPFX (0.90) vs IVINX (0.25). 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). IVINX annual gain was more profitable for investors over the last year : 2.94 vs. FNPFX (2.70). FNPFX return over 5 years is better than : 70.87 vs. IVINX (-1.18).
| 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 | -0.725 | 0.738 | -98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 867M | 16,032% |
| Annual Yield % from dividends | 0.90 | 0.25 | 363% |
| Returns for 1 year | 2.70 | 2.94 | 92% |
| Returns for 3 years | 3.22 | -34.97 | -9% |
| Returns for 5 years | 70.87 | -1.18 | -5,998% |
| Returns for 10 years | N/A | -16.57 | - |
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