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FNPFX vs MLMSX
FNPFX vs MLMSX Comparison
Open Charts FNPFX vs MLMSX
American Funds New Perspective F3
Price$63.48
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
Morgan Stanley Instl Global Core R6
Price$20.81
Change+$0.19 (+0.92%)
VolumeN/A
Net Assets43.1M
FNPFX vs MLMSX Comparison Chart
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FNPFX vs. MLMSX commentary
May 09, 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 MLMSX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. MLMSX (43.1M). FNPFX pays higher dividends than MLMSX: FNPFX (0.88) vs MLMSX (0.22). FNPFX was incepted earlier than MLMSX: FNPFX (8 years) vs MLMSX (9 years). MLMSX (16.70) is less costly to investors than FNPFX (0.41). MLMSX is a more actively managed with annual turnover of: 39.00 vs. FNPFX (24.00). FNPFX has a lower initial minimum investment than MLMSX: FNPFX (1000000) vs MLMSX (5000000). MLMSX annual gain was more profitable for investors over the last year : 8.35 vs. FNPFX (6.07). MLMSX return over 5 years is better than : 83.33 vs. FNPFX (48.23).
| FNPFX | MLMSX | FNPFX / MLMSX | |
| Total Expense Ratio | 0.41 | 0.95 | 43% |
| Annual Report Gross Expense Ratio | 0.41 | 16.70 | 2% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 2.222 | -1.763 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 43.1M | 329,466% |
| Annual Yield % from dividends | 0.88 | 0.22 | 394% |
| Returns for 1 year | 6.07 | 8.35 | 73% |
| Returns for 3 years | 29.28 | 45.34 | 65% |
| Returns for 5 years | 48.23 | 83.33 | 58% |
| Returns for 10 years | N/A | N/A | - |
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