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FNPFX vs PGIRX
FNPFX vs PGIRX Comparison
Open Charts FNPFX vs PGIRX
American Funds New Perspective F3
Price$61.65
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Polen Global Growth Investor
Price$24.69
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets352.52M
FNPFX vs PGIRX Comparison Chart
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FNPFX vs. PGIRX 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 Hold and PGIRX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 137B vs. PGIRX (353M). FNPFX pays higher dividends than PGIRX: FNPFX (0.90) vs PGIRX (0.00). FNPFX was incepted earlier than PGIRX: FNPFX (8 years) vs PGIRX (10 years). PGIRX (1.23) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. PGIRX (21.00). PGIRX has a lower initial minimum investment than FNPFX: PGIRX (3000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 3.22 vs. PGIRX (-4.11). FNPFX return over 5 years is better than : 70.87 vs. PGIRX (53.44).
| FNPFX | PGIRX | FNPFX / PGIRX | |
| Total Expense Ratio | 0.41 | 1.23 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.23 | 33% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -0.725 | -5.145 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 353M | 38,810% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 3.22 | -4.11 | -78% |
| Returns for 3 years | 4.59 | 4.56 | 101% |
| Returns for 5 years | 70.87 | 53.44 | 133% |
| Returns for 10 years | N/A | N/A | - |
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