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FNPFX vs PGIIX
FNPFX vs PGIIX Comparison
Open Charts FNPFX vs PGIIX
American Funds New Perspective F3
Price$65.05
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
Polen Global Growth Institutional
Price$27.80
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets413.55M
FNPFX vs PGIIX Comparison Chart
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FNPFX vs. PGIIX commentary
Jan 31, 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 PGIIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 147B vs. PGIIX (414M). FNPFX pays higher dividends than PGIIX: FNPFX (1.11) vs PGIIX (0.00). FNPFX was incepted earlier than PGIIX: FNPFX (8 years) vs PGIIX (10 years). PGIIX is a more actively managed with annual turnover of: 21.00 vs. FNPFX (17.00). PGIIX has a lower initial minimum investment than FNPFX: PGIIX (100000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 16.88 vs. PGIIX (9.77). PGIIX (41.36) and FNPFX (41.27) have equivalent 5 years return.
| FNPFX | PGIIX | FNPFX / PGIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.750 | 4.222 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 414M | 35,507% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 16.88 | 9.77 | 173% |
| Returns for 3 years | 8.50 | 9.64 | 88% |
| Returns for 5 years | 41.27 | 41.36 | 100% |
| Returns for 10 years | N/A | 181.53 | - |