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FNFPX vs JGQIX
FNFPX vs JGQIX Comparison
Open Charts FNFPX vs JGQIX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
Jensen Global Quality Growth I
Price$18.23
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets68.45M
FNFPX vs JGQIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. JGQIX (68.4M). 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 : 17.37 vs. JGQIX (12.64).
| 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 | 14.844 | 7.941 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 68.4M | 230,994% |
| Annual Yield % from dividends | 0.74 | 0.20 | 365% |
| Returns for 1 year | 17.37 | 12.64 | 137% |
| Returns for 3 years | 47.42 | 39.34 | 121% |
| Returns for 5 years | N/A | 59.83 | - |
| Returns for 10 years | N/A | N/A | - |
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