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FNPFX vs OGLIX
FNPFX vs OGLIX Comparison
Open Charts FNPFX vs OGLIX
American Funds New Perspective F3
Price$63.40
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Invesco Global R6
Price$98.88
Change+$1.10 (+1.12%)
VolumeN/A
Net Assets9.27B
FNPFX vs OGLIX Comparison Chart
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VS
FNPFX vs. OGLIX commentary
Jan 19, 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 StrongBuy and OGLIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. OGLIX (9.27B). FNPFX pays higher dividends than OGLIX: FNPFX (1.11) vs OGLIX (0.00). FNPFX was incepted earlier than OGLIX: FNPFX (8 years) vs OGLIX (13 years). FNPFX is a more actively managed with annual turnover of: 17.00 vs. OGLIX (7.00). FNPFX (1000000) and OGLIX (1000000) have matching initial minimum investment requirements. FNPFX annual gain was more profitable for investors over the last year : 15.79 vs. OGLIX (7.53). FNPFX return over 5 years is better than : 33.40 vs. OGLIX (-1.15).
| FNPFX | OGLIX | FNPFX / OGLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.093 | 2.466 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 9.27B | 1,564% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 15.79 | 7.53 | 210% |
| Returns for 3 years | 3.09 | -15.10 | -20% |
| Returns for 5 years | 33.40 | -1.15 | -2,905% |
| Returns for 10 years | N/A | 34.63 | - |