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AVEWX vs FNFPX
AVEWX vs FNFPX Comparison
Open Charts AVEWX vs FNFPX
Ave Maria World Equity
Price$22.21
Change-$0.28 (-1.24%)
VolumeN/A
Net Assets139.98M
American Funds New Perspective 529-F-3
Price$71.53
Change-$2.66 (-3.59%)
VolumeN/A
Net Assets162.72B
AVEWX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. AVEWX (140M). FNFPX pays higher dividends than AVEWX: FNFPX (1.24) vs AVEWX (0.23). AVEWX was incepted earlier than FNFPX: AVEWX (16 years) vs FNFPX (5 years). AVEWX (1.03) is less costly to investors than FNFPX (0.45). FNFPX is a more actively managed with annual turnover of: 23.00 vs. AVEWX (13.00). FNFPX has a lower initial minimum investment than AVEWX: FNFPX (250) vs AVEWX (2500). FNFPX annual gain was more profitable for investors over the last year : 13.27 vs. AVEWX (9.50). AVEWX return over 5 years is better than : 40.76 vs. FNFPX (19.30).
| AVEWX | FNFPX | AVEWX / FNFPX | |
| Total Expense Ratio | 1.03 | 0.45 | 229% |
| Annual Report Gross Expense Ratio | 1.03 | 0.45 | 229% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 3.063 | 1.634 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 163B | 0% |
| Annual Yield % from dividends | 0.23 | 1.24 | 18% |
| Returns for 1 year | 9.50 | 13.27 | 72% |
| Returns for 3 years | 30.80 | 42.70 | 72% |
| Returns for 5 years | 40.76 | 19.30 | 211% |
| Returns for 10 years | 106.53 | N/A | - |
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