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FNPFX vs IVIYX
FNPFX vs IVIYX Comparison
Open Charts FNPFX vs IVIYX
American Funds New Perspective F3
Price$61.81
Change-$1.09 (-1.73%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$35.40
Change-$0.63 (-1.75%)
VolumeN/A
CapitalizationN/A
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FNPFX vs IVIYX Comparison Chart
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FNPFX vs. IVIYX commentary
Sep 08, 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 Buy and IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 137B vs. IVIYX (918M). FNPFX pays higher dividends than IVIYX: FNPFX (1.11) vs IVIYX (0.62). FNPFX was incepted earlier than IVIYX: FNPFX (8 years) vs IVIYX (21 years). IVIYX is a more actively managed with annual turnover of: 39.00 vs. FNPFX (17.00). IVIYX has a lower initial minimum investment than FNPFX: IVIYX (0) vs FNPFX (1000000). IVIYX (15.83) and FNPFX (15.29) have marching annual gain over last year. FNPFX return over 5 years is better than : 42.02 vs. IVIYX (-20.27).
| FNPFX | IVIYX | FNPFX / IVIYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 12.522 | 14.345 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 918M | 14,924% |
| Annual Yield % from dividends | 1.11 | 0.62 | 180% |
| Returns for 1 year | 15.29 | 15.83 | 97% |
| Returns for 3 years | -9.23 | -42.37 | 22% |
| Returns for 5 years | 42.02 | -20.27 | -207% |
| Returns for 10 years | N/A | -13.51 | - |
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