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FNPFX vs MLMIX
FNPFX vs MLMIX Comparison
Open Charts FNPFX vs MLMIX
American Funds New Perspective F3
Price$60.00
Change+$0.93 (+1.57%)
VolumeN/A
Net Assets132.87B
Morgan Stanley Instl Global Core I
Price$19.73
Change+$0.31 (+1.60%)
VolumeN/A
Net Assets40.23M
FNPFX vs MLMIX Comparison Chart
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FNPFX vs. MLMIX commentary
Apr 24, 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 MLMIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 133B vs. MLMIX (40.2M). FNPFX pays higher dividends than MLMIX: FNPFX (0.90) vs MLMIX (0.18). FNPFX was incepted earlier than MLMIX: FNPFX (8 years) vs MLMIX (9 years). MLMIX (1.99) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. MLMIX (18.00). FNPFX (1000000) and MLMIX (1000000) have matching initial minimum investment requirements. MLMIX annual gain was more profitable for investors over the last year : 4.02 vs. FNPFX (1.04). MLMIX return over 5 years is better than : 80.18 vs. FNPFX (44.22).
| FNPFX | MLMIX | FNPFX / MLMIX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.99 | 21% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -4.879 | -7.436 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 40.2M | 330,846% |
| Annual Yield % from dividends | 0.90 | 0.18 | 504% |
| Returns for 1 year | 1.04 | 4.02 | 26% |
| Returns for 3 years | 8.54 | 26.42 | 32% |
| Returns for 5 years | 44.22 | 80.18 | 55% |
| Returns for 10 years | N/A | N/A | - |
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