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FNPFX vs PGIIX
FNPFX vs PGIIX Comparison
Open Charts FNPFX vs PGIIX
American Funds New Perspective F3
Price$70.02
Change-$0.42 (-0.60%)
VolumeN/A
Net Assets156.59B
Polen Global Growth Institutional
Price$26.93
Change-$0.34 (-1.25%)
VolumeN/A
Net Assets362.43M
FNPFX vs PGIIX Comparison Chart in %
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FNPFX vs. PGIIX commentary
Jul 12, 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 PGIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 157B vs. PGIIX (362M). FNPFX pays higher dividends than PGIIX: FNPFX (0.79) vs PGIIX (0.00). FNPFX was incepted earlier than PGIIX: FNPFX (8 years) vs PGIIX (11 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 : 10.03 vs. PGIIX (4.48). FNPFX return over 5 years is better than : 42.34 vs. PGIIX (28.81).
| 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 | 11 years | - |
| Gain YTD | 12.754 | 2.789 | 457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 362M | 43,370% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 10.03 | 4.48 | 224% |
| Returns for 3 years | 48.06 | 39.70 | 121% |
| Returns for 5 years | 42.34 | 28.81 | 147% |
| Returns for 10 years | N/A | 158.46 | - |