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FNPFX vs MLMAX
FNPFX vs MLMAX Comparison
Open Charts FNPFX vs MLMAX
American Funds New Perspective F3
Price$61.16
Change+$1.16 (+1.93%)
VolumeN/A
Net Assets134.95B
Morgan Stanley Instl Global Core A
Price$19.85
Change+$0.37 (+1.90%)
VolumeN/A
Net Assets40.9M
FNPFX vs MLMAX Comparison Chart
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FNPFX vs. MLMAX commentary
Apr 25, 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 Buy and MLMAX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 135B vs. MLMAX (40.9M). FNPFX pays higher dividends than MLMAX: FNPFX (0.90) vs MLMAX (0.00). FNPFX was incepted earlier than MLMAX: FNPFX (8 years) vs MLMAX (9 years). MLMAX (2.32) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. MLMAX (18.00). MLMAX has a lower initial minimum investment than FNPFX: MLMAX (1000) vs FNPFX (1000000). MLMAX annual gain was more profitable for investors over the last year : 5.75 vs. FNPFX (1.04). MLMAX return over 5 years is better than : 79.84 vs. FNPFX (44.22).
| FNPFX | MLMAX | FNPFX / MLMAX | |
| Total Expense Ratio | 0.41 | 1.35 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 2.32 | 18% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -4.879 | -6.030 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 40.9M | 330,073% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 1.04 | 5.75 | 18% |
| Returns for 3 years | 8.54 | 26.60 | 32% |
| Returns for 5 years | 44.22 | 79.84 | 55% |
| Returns for 10 years | N/A | N/A | - |
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