Ad is loading...
FNPFX vs PGIIX
FNPFX vs PGIIX Comparison
Open Charts FNPFX vs PGIIX
American Funds New Perspective F3
Price$55.59
Change-$3.61 (-6.10%)
VolumeN/A
Net Assets125.29B
Polen Global Growth Institutional
Price$22.94
Change-$1.35 (-5.56%)
VolumeN/A
Net Assets320.55M
FNPFX vs PGIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. PGIIX commentary
Apr 08, 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 Hold and PGIIX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 125B vs. PGIIX (321M). FNPFX pays higher dividends than PGIIX: FNPFX (0.90) vs PGIIX (0.00). FNPFX was incepted earlier than PGIIX: FNPFX (8 years) vs PGIIX (10 years). PGIIX (0.98) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. PGIIX (21.00). 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 : -6.40 vs. PGIIX (-11.09). FNPFX return over 5 years is better than : 54.07 vs. PGIIX (41.69).
| FNPFX | PGIIX | FNPFX / PGIIX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 0.98 | 42% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -10.483 | -13.532 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 321M | 38,941% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -6.40 | -11.09 | 58% |
| Returns for 3 years | -5.25 | -3.78 | 139% |
| Returns for 5 years | 54.07 | 41.69 | 130% |
| Returns for 10 years | N/A | 125.54 | - |