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FNFPX vs JGQIX
FNFPX vs JGQIX Comparison
Open Charts FNFPX vs JGQIX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Jensen Global Quality Growth I
Price$18.17
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets67.58M
FNFPX vs JGQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. JGQIX (67.6M). FNFPX pays higher dividends than JGQIX: FNFPX (0.74) vs JGQIX (0.20). FNFPX was incepted earlier than JGQIX: FNFPX (5 years) vs JGQIX (5 years). JGQIX (1.29) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. JGQIX (11.76). FNFPX has a lower initial minimum investment than JGQIX: FNFPX (250) vs JGQIX (250000). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. JGQIX (10.09).
| FNFPX | JGQIX | FNFPX / JGQIX | |
| Total Expense Ratio | 0.47 | 1.02 | 46% |
| Annual Report Gross Expense Ratio | 0.47 | 1.29 | 36% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 13.116 | 7.585 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 67.6M | 230,769% |
| Annual Yield % from dividends | 0.74 | 0.20 | 365% |
| Returns for 1 year | 11.56 | 10.09 | 115% |
| Returns for 3 years | 48.67 | 42.32 | 115% |
| Returns for 5 years | N/A | 66.32 | - |
| Returns for 10 years | N/A | N/A | - |
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