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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$36.63
Change-$0.56 (-1.51%)
VolumeN/A
CapitalizationN/A
FNPFX vs IVINX Comparison Chart
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FNPFX vs. IVINX commentary
Nov 18, 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 StrongSell and IVINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. IVINX (919M). 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). FNPFX annual gain was more profitable for investors over the last year : 18.53 vs. IVINX (17.00). FNPFX return over 5 years is better than : 40.52 vs. IVINX (-19.57).
| 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 | 15.796 | 17.404 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 919M | 15,452% |
| Annual Yield % from dividends | 1.11 | 0.55 | 202% |
| Returns for 1 year | 18.53 | 17.00 | 109% |
| Returns for 3 years | -9.40 | -42.64 | 22% |
| Returns for 5 years | 40.52 | -19.57 | -207% |
| Returns for 10 years | N/A | -10.20 | - |