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FNPFX vs MIGIX
FNPFX vs MIGIX Comparison
Open Charts FNPFX vs MIGIX
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
Morgan Stanley Inst Global Insgt I
Price$14.87
Change-$1.30 (-8.04%)
VolumeN/A
Net Assets58.49M
FNPFX vs MIGIX Comparison Chart
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FNPFX vs. MIGIX 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 MIGIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. MIGIX (58.5M). MIGIX pays higher dividends than FNPFX: MIGIX (1.48) vs FNPFX (0.90). FNPFX was incepted earlier than MIGIX: FNPFX (8 years) vs MIGIX (14 years). MIGIX (1.37) is less costly to investors than FNPFX (0.41). MIGIX is a more actively managed with annual turnover of: 43.00 vs. FNPFX (24.00). FNPFX (1000000) and MIGIX (1000000) have matching initial minimum investment requirements. MIGIX annual gain was more profitable for investors over the last year : 33.31 vs. FNPFX (2.70). FNPFX return over 5 years is better than : 70.87 vs. MIGIX (11.62).
| FNPFX | MIGIX | FNPFX / MIGIX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.37 | 30% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -0.725 | -5.494 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 58.5M | 237,607% |
| Annual Yield % from dividends | 0.90 | 1.48 | 61% |
| Returns for 1 year | 2.70 | 33.31 | 8% |
| Returns for 3 years | 3.22 | 18.88 | 17% |
| Returns for 5 years | 70.87 | 11.62 | 610% |
| Returns for 10 years | N/A | 20.23 | - |
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