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FNPFX vs IVNCX
FNPFX vs IVNCX Comparison
Open Charts FNPFX vs IVNCX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$21.97
Change-$0.13 (-0.59%)
VolumeN/A
CapitalizationN/A
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FNPFX vs IVNCX Comparison Chart
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FNPFX vs. IVNCX commentary
Sep 21, 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 StrongBuy and IVNCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. IVNCX (962M). FNPFX pays higher dividends than IVNCX: FNPFX (1.11) vs IVNCX (0.86). FNPFX was incepted earlier than IVNCX: FNPFX (8 years) vs IVNCX (28 years). IVNCX is a more actively managed with annual turnover of: 39.00 vs. FNPFX (17.00). 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 : 23.29 vs. IVNCX (17.54). FNPFX return over 5 years is better than : 47.04 vs. IVNCX (-40.53).
| FNPFX | IVNCX | FNPFX / IVNCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 16.369 | 17.361 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 962M | 15,073% |
| Annual Yield % from dividends | 1.11 | 0.86 | 129% |
| Returns for 1 year | 23.29 | 17.54 | 133% |
| Returns for 3 years | -3.42 | -54.42 | 6% |
| Returns for 5 years | 47.04 | -40.53 | -116% |
| Returns for 10 years | N/A | -39.38 | - |