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FNPFX vs MLMSX
FNPFX vs MLMSX Comparison
Open Charts FNPFX vs MLMSX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Instl Global Core R6
Price$20.59
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
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FNPFX vs MLMSX Comparison Chart
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FNPFX vs. MLMSX commentary
Sep 21, 2024
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 StrongBuy and MLMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. MLMSX (34.6M). FNPFX pays higher dividends than MLMSX: FNPFX (1.11) vs MLMSX (0.65). FNPFX was incepted earlier than MLMSX: FNPFX (8 years) vs MLMSX (8 years). MLMSX is a more actively managed with annual turnover of: 18.00 vs. FNPFX (17.00). 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 : 34.87 vs. FNPFX (23.29). MLMSX return over 5 years is better than : 73.23 vs. FNPFX (47.04).
| FNPFX | MLMSX | FNPFX / MLMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 16.369 | 21.403 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 34.6M | 419,075% |
| Annual Yield % from dividends | 1.11 | 0.65 | 171% |
| Returns for 1 year | 23.29 | 34.87 | 67% |
| Returns for 3 years | -3.42 | 18.13 | -19% |
| Returns for 5 years | 47.04 | 73.23 | 64% |
| Returns for 10 years | N/A | N/A | - |