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FNPFX vs OGLIX
FNPFX vs OGLIX Comparison
Open Charts FNPFX vs OGLIX
American Funds New Perspective F3
Price$61.65
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Invesco Global R6
Price$91.41
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets8.35B
FNPFX vs OGLIX Comparison Chart
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FNPFX vs. OGLIX commentary
Apr 03, 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 OGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 137B vs. OGLIX (8.35B). FNPFX pays higher dividends than OGLIX: FNPFX (0.90) vs OGLIX (0.00). FNPFX was incepted earlier than OGLIX: FNPFX (8 years) vs OGLIX (13 years). OGLIX (0.72) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 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 : 2.09 vs. OGLIX (-11.18). FNPFX return over 5 years is better than : 67.74 vs. OGLIX (25.85).
| FNPFX | OGLIX | FNPFX / OGLIX | |
| Total Expense Ratio | 0.41 | 0.72 | 57% |
| Annual Report Gross Expense Ratio | 0.41 | 0.72 | 57% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | -1.304 | -5.554 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.35B | 1,640% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 2.09 | -11.18 | -19% |
| Returns for 3 years | 3.98 | -14.33 | -28% |
| Returns for 5 years | 67.74 | 25.85 | 262% |
| Returns for 10 years | N/A | 14.68 | - |
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