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FNPFX vs IVIYX
FNPFX vs IVIYX Comparison
Open Charts FNPFX vs IVIYX
American Funds New Perspective F3
Price$54.41
Change-$0.50 (-0.91%)
VolumeN/A
Net Assets123.75B
Macquarie Global Growth Fund
Price$31.74
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets773.83M
FNPFX vs IVIYX Comparison Chart
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FNPFX vs. IVIYX commentary
Apr 10, 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 IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 124B vs. IVIYX (774M). FNPFX pays higher dividends than IVIYX: FNPFX (0.90) vs IVIYX (0.25). FNPFX was incepted earlier than IVIYX: FNPFX (8 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: 47.00 vs. FNPFX (24.00). IVIYX has a lower initial minimum investment than FNPFX: IVIYX (0) vs FNPFX (1000000). IVIYX (-8.99) and FNPFX (-9.40) have marching annual gain over last year. FNPFX return over 5 years is better than : 37.25 vs. IVIYX (-19.71).
| FNPFX | IVIYX | FNPFX / IVIYX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.20 | 34% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | -12.383 | -10.818 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 774M | 16,021% |
| Annual Yield % from dividends | 0.90 | 0.25 | 352% |
| Returns for 1 year | -9.40 | -8.99 | 105% |
| Returns for 3 years | -5.21 | -40.32 | 13% |
| Returns for 5 years | 37.25 | -19.71 | -189% |
| Returns for 10 years | N/A | -26.89 | - |
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