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FNFPX vs MGWRX
FNFPX vs MGWRX Comparison
Open Charts FNFPX vs MGWRX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
MFS Global Growth R2
Price$61.61
Change-$0.89 (-1.42%)
VolumeN/A
Net Assets931.71M
FNFPX vs MGWRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. MGWRX (932M). FNFPX pays higher dividends than MGWRX: FNFPX (0.69) 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 : 14.96 vs. MGWRX (-0.45). FNFPX return over 5 years is better than : 37.09 vs. MGWRX (16.37).
| 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 | 21.499 | 7.555 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 932M | 17,704% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 14.96 | -0.45 | -3,355% |
| Returns for 3 years | 53.34 | 26.80 | 199% |
| Returns for 5 years | 37.09 | 16.37 | 227% |
| Returns for 10 years | N/A | 93.95 | - |
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