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FNFPX vs MGWRX
FNFPX vs MGWRX Comparison
Open Charts FNFPX vs MGWRX
American Funds New Perspective 529-F-3
Price$70.94
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
MFS Global Growth R2
Price$59.32
Change+$0.08 (+0.14%)
VolumeN/A
Net Assets916.8M
FNFPX vs MGWRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MGWRX (917M). 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 : 12.02 vs. MGWRX (0.34). FNFPX return over 5 years is better than : 23.73 vs. MGWRX (10.30).
| 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 | 14.586 | 2.082 | 700% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 917M | 17,775% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 12.02 | 0.34 | 3,552% |
| Returns for 3 years | 53.97 | 26.13 | 207% |
| Returns for 5 years | 23.73 | 10.30 | 230% |
| Returns for 10 years | N/A | 92.53 | - |
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