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FNPFX vs IVNCX
FNPFX vs IVNCX Comparison
Open Charts FNPFX vs IVNCX
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
Macquarie Global Growth Fund
Price$19.72
Change-$0.83 (-4.04%)
VolumeN/A
Net Assets867.33M
FNPFX vs IVNCX Comparison Chart
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FNPFX vs. IVNCX commentary
Apr 04, 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 IVNCX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. IVNCX (867M). FNPFX pays higher dividends than IVNCX: FNPFX (0.90) vs IVNCX (0.41). FNPFX was incepted earlier than IVNCX: FNPFX (8 years) vs IVNCX (29 years). IVNCX (1.95) is less costly to investors than FNPFX (0.41). IVNCX is a more actively managed with annual turnover of: 47.00 vs. FNPFX (24.00). IVNCX has a lower initial minimum investment than FNPFX: IVNCX (1000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 2.70 vs. IVNCX (-0.28). FNPFX return over 5 years is better than : 70.87 vs. IVNCX (-30.41).
| FNPFX | IVNCX | FNPFX / IVNCX | |
| Total Expense Ratio | 0.41 | 1.85 | 22% |
| Annual Report Gross Expense Ratio | 0.41 | 1.95 | 21% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | -0.725 | 0.538 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 867M | 16,032% |
| Annual Yield % from dividends | 0.90 | 0.41 | 218% |
| Returns for 1 year | 2.70 | -0.28 | -950% |
| Returns for 3 years | 3.22 | -52.36 | -6% |
| Returns for 5 years | 70.87 | -30.41 | -233% |
| Returns for 10 years | N/A | -45.19 | - |
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