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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$61.68
Change+$0.52 (+0.85%)
VolumeN/A
Net Assets138.68B
Macquarie Global Growth Fund
Price$34.99
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets846.27M
FNPFX vs IVINX Comparison Chart
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FNPFX vs. IVINX commentary
Apr 28, 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: 139B vs. IVINX (846M). 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). FNPFX annual gain was more profitable for investors over the last year : 6.03 vs. IVINX (4.73). FNPFX return over 5 years is better than : 50.60 vs. IVINX (-14.11).
| 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 | -0.676 | -0.653 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 846M | 16,430% |
| Annual Yield % from dividends | 0.90 | 0.25 | 363% |
| Returns for 1 year | 6.03 | 4.73 | 128% |
| Returns for 3 years | 17.64 | -29.35 | -60% |
| Returns for 5 years | 50.60 | -14.11 | -359% |
| Returns for 10 years | N/A | -18.22 | - |
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