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FNFPX vs MLMAX
FNFPX vs MLMAX Comparison
Open Charts FNFPX vs MLMAX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Morgan Stanley Instl Global Core A
Price$23.99
Change-$0.44 (-1.80%)
VolumeN/A
Net Assets52.86M
FNFPX vs MLMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. MLMAX (52.9M). FNFPX pays higher dividends than MLMAX: FNFPX (0.69) 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 : 14.80 vs. FNFPX (13.38). MLMAX return over 5 years is better than : 61.38 vs. FNFPX (34.84).
| 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 | 19.512 | 17.849 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 52.9M | 311,909% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 13.38 | 14.80 | 90% |
| Returns for 3 years | 52.13 | 70.33 | 74% |
| Returns for 5 years | 34.84 | 61.38 | 57% |
| Returns for 10 years | N/A | N/A | - |
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