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FNPFX vs IVIYX
FNPFX vs IVIYX Comparison
Open Charts FNPFX vs IVIYX
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.24B
Macquarie Global Growth Fund
Price$40.61
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets930.41M
FNPFX vs IVIYX Comparison Chart in %
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FNPFX vs. IVIYX commentary
Jul 27, 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 IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 158B vs. IVIYX (930M). FNPFX pays higher dividends than IVIYX: FNPFX (0.79) vs IVIYX (0.23). FNPFX was incepted earlier than IVIYX: FNPFX (9 years) vs IVIYX (22 years). IVIYX (1.20) is less costly to investors than FNPFX (0.41). IVIYX is a more actively managed with annual turnover of: 55.00 vs. FNPFX (24.00). IVIYX has a lower initial minimum investment than FNPFX: IVIYX (0) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 17.43 vs. IVIYX (13.87). FNPFX return over 5 years is better than : 44.38 vs. IVIYX (-15.63).
| FNPFX | IVIYX | FNPFX / IVIYX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.20 | 34% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 14.863 | 14.133 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 930M | 16,989% |
| Annual Yield % from dividends | 0.79 | 0.23 | 346% |
| Returns for 1 year | 17.43 | 13.87 | 126% |
| Returns for 3 years | 46.08 | -13.74 | -335% |
| Returns for 5 years | 44.38 | -15.63 | -284% |
| Returns for 10 years | N/A | -3.70 | - |
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