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FNFPX vs MGWRX
FNFPX vs MGWRX Comparison
Open Charts FNFPX vs MGWRX
American Funds New Perspective 529-F-3
Price$74.56
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
MFS Global Growth R2
Price$61.75
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets915.61M
FNFPX vs MGWRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MGWRX (916M). FNFPX pays higher dividends than MGWRX: FNFPX (0.70) vs MGWRX (0.00). FNFPX was incepted earlier than MGWRX: FNFPX (5 years) vs MGWRX (22 years). MGWRX (1.57) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and MGWRX (23.00) have comparable annual turnover. MGWRX has a lower initial minimum investment than FNFPX: MGWRX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 11.88 vs. MGWRX (-2.68). FNFPX return over 5 years is better than : 27.68 vs. MGWRX (12.47).
| FNFPX | MGWRX | FNFPX / MGWRX | |
| Total Expense Ratio | 0.47 | 1.47 | 32% |
| Annual Report Gross Expense Ratio | 0.47 | 1.57 | 30% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 19.480 | 6.126 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 916M | 17,795% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 11.88 | -2.68 | -443% |
| Returns for 3 years | 46.48 | 20.57 | 226% |
| Returns for 5 years | 27.68 | 12.47 | 222% |
| Returns for 10 years | N/A | 86.29 | - |
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