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FNFPX vs IVNCX
FNFPX vs IVNCX Comparison
Open Charts FNFPX vs IVNCX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Macquarie Global Growth Fund
Price$23.03
Change+$0.19 (+0.83%)
VolumeN/A
Net Assets930.57M
FNFPX vs IVNCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. IVNCX (931M). FNFPX pays higher dividends than IVNCX: FNFPX (0.74) vs IVNCX (0.37). FNFPX was incepted earlier than IVNCX: FNFPX (5 years) vs IVNCX (29 years). IVNCX (1.95) is less costly to investors than FNFPX (0.47). IVNCX is a more actively managed with annual turnover of: 47.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than IVNCX: FNFPX (250) vs IVNCX (1000). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. IVNCX (6.25).
| FNFPX | IVNCX | FNFPX / IVNCX | |
| Total Expense Ratio | 0.47 | 1.85 | 25% |
| Annual Report Gross Expense Ratio | 0.47 | 1.95 | 24% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 13.116 | 12.671 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 931M | 16,756% |
| Annual Yield % from dividends | 0.74 | 0.37 | 202% |
| Returns for 1 year | 11.56 | 6.25 | 185% |
| Returns for 3 years | 48.67 | -37.18 | -131% |
| Returns for 5 years | N/A | -39.50 | - |
| Returns for 10 years | N/A | -36.79 | - |