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FNPFX vs MLNIX
FNPFX vs MLNIX Comparison
Open Charts FNPFX vs MLNIX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Instl Glbl Concntr I
Price$23.21
Change-$0.11 (-0.47%)
VolumeN/A
CapitalizationN/A
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FNPFX vs MLNIX Comparison Chart
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FNPFX vs. MLNIX 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 MLNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. MLNIX (210M). FNPFX pays higher dividends than MLNIX: FNPFX (1.11) vs MLNIX (0.65). FNPFX was incepted earlier than MLNIX: FNPFX (8 years) vs MLNIX (8 years). MLNIX is a more actively managed with annual turnover of: 51.00 vs. FNPFX (17.00). FNPFX (1000000) and MLNIX (1000000) have matching initial minimum investment requirements. MLNIX annual gain was more profitable for investors over the last year : 47.51 vs. FNPFX (23.29). MLNIX return over 5 years is better than : 85.52 vs. FNPFX (47.04).
| FNPFX | MLNIX | FNPFX / MLNIX | |
| 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 | 31.353 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 210M | 69,048% |
| Annual Yield % from dividends | 1.11 | 0.65 | 172% |
| Returns for 1 year | 23.29 | 47.51 | 49% |
| Returns for 3 years | -3.42 | 24.73 | -14% |
| Returns for 5 years | 47.04 | 85.52 | 55% |
| Returns for 10 years | N/A | N/A | - |