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FNPFX vs MLMSX
FNPFX vs MLMSX Comparison
Open Charts FNPFX vs MLMSX
American Funds New Perspective F3
Price$58.60
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets131.19B
Morgan Stanley Instl Global Core R6
Price$19.37
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets35.15M
FNPFX vs MLMSX Comparison Chart
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FNPFX vs. MLMSX commentary
Apr 18, 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: 131B vs. MLMSX (35.1M). FNPFX pays higher dividends than MLMSX: FNPFX (0.90) 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). FNPFX is a more actively managed with annual turnover of: 24.00 vs. MLMSX (18.00). 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 : 6.40 vs. FNPFX (1.46). MLMSX return over 5 years is better than : 80.02 vs. FNPFX (41.66).
| 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 | -5.636 | -5.908 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 35.1M | 373,219% |
| Annual Yield % from dividends | 0.90 | 0.22 | 403% |
| Returns for 1 year | 1.46 | 6.40 | 23% |
| Returns for 3 years | 4.67 | 24.88 | 19% |
| Returns for 5 years | 41.66 | 80.02 | 52% |
| Returns for 10 years | N/A | N/A | - |