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FNPFX vs MLNIX
FNPFX vs MLNIX Comparison
Open Charts FNPFX vs MLNIX
American Funds New Perspective F3
Price$63.48
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
Morgan Stanley Instl Glbl Concntr I
Price$23.89
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets270.3M
FNPFX vs MLNIX Comparison Chart
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FNPFX vs. MLNIX 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 MLNIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. MLNIX (270M). FNPFX pays higher dividends than MLNIX: FNPFX (0.88) vs MLNIX (0.20). FNPFX was incepted earlier than MLNIX: FNPFX (8 years) vs MLNIX (9 years). MLNIX (1.12) is less costly to investors than FNPFX (0.41). MLNIX is a more actively managed with annual turnover of: 43.00 vs. FNPFX (24.00). FNPFX (1000000) and MLNIX (1000000) have matching initial minimum investment requirements. MLNIX annual gain was more profitable for investors over the last year : 11.95 vs. FNPFX (5.78). MLNIX return over 5 years is better than : 98.71 vs. FNPFX (47.90).
| FNPFX | MLNIX | FNPFX / MLNIX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.12 | 37% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 1.997 | 1.536 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 270M | 52,593% |
| Annual Yield % from dividends | 0.88 | 0.20 | 446% |
| Returns for 1 year | 5.78 | 11.95 | 48% |
| Returns for 3 years | 23.52 | 57.95 | 41% |
| Returns for 5 years | 47.90 | 98.71 | 49% |
| Returns for 10 years | N/A | N/A | - |
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