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FNPFX vs QDVSX
FNPFX vs QDVSX Comparison
Open Charts FNPFX vs QDVSX
American Funds New Perspective F3
Price$61.26
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets138.77B
Fisher IIG ESG Stck for Ret Plns
Price$16.56
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets289.4K
FNPFX vs QDVSX Comparison Chart
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FNPFX vs. QDVSX commentary
Mar 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 Hold and QDVSX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. QDVSX (289K). QDVSX pays higher dividends than FNPFX: QDVSX (1.54) vs FNPFX (0.85). FNPFX was incepted earlier than QDVSX: FNPFX (8 years) vs QDVSX (5 years). FNPFX (0.41) is less costly to investors than QDVSX (0.00). FNPFX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than FNPFX: QDVSX (0) vs FNPFX (1000000). QDVSX annual gain was more profitable for investors over the last year : 4.94 vs. FNPFX (3.59). QDVSX return over 5 years is better than : 132.58 vs. FNPFX (71.55).
| FNPFX | QDVSX | FNPFX / QDVSX | |
| Total Expense Ratio | 0.41 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.41 | 0.00 | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -1.353 | -1.127 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 289K | 48,096,886% |
| Annual Yield % from dividends | 0.85 | 1.54 | 55% |
| Returns for 1 year | 3.59 | 4.94 | 73% |
| Returns for 3 years | 14.86 | 37.21 | 40% |
| Returns for 5 years | 71.55 | 132.58 | 54% |
| Returns for 10 years | N/A | N/A | - |
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