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FNFPX vs MLMAX
FNFPX vs MLMAX Comparison
Open Charts FNFPX vs MLMAX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Morgan Stanley Instl Global Core A
Price$22.49
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets44.79M
FNFPX vs MLMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. MLMAX (44.8M). FNFPX pays higher dividends than MLMAX: FNFPX (0.74) vs MLMAX (0.00). FNFPX was incepted earlier than MLMAX: FNFPX (5 years) vs MLMAX (9 years). MLMAX (2.00) is less costly to investors than FNFPX (0.47). MLMAX is a more actively managed with annual turnover of: 39.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MLMAX: FNFPX (250) vs MLMAX (1000). MLMAX annual gain was more profitable for investors over the last year : 12.84 vs. FNFPX (11.56).
| FNFPX | MLMAX | FNFPX / MLMAX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 2.00 | 24% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.116 | 8.490 | 154% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 44.8M | 348,214% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 11.56 | 12.84 | 90% |
| Returns for 3 years | 48.67 | 63.49 | 77% |
| Returns for 5 years | N/A | 79.03 | - |
| Returns for 10 years | N/A | N/A | - |
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