Interact to see
Advertisement
Advertisement
FNFPX vs MLMIX
FNFPX vs MLMIX Comparison
Open Charts FNFPX vs MLMIX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Morgan Stanley Instl Global Core I
Price$21.64
Change-$0.32 (-1.46%)
VolumeN/A
Net Assets42.69M
FNFPX vs MLMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. MLMIX (42.7M). FNFPX pays higher dividends than MLMIX: FNFPX (0.78) vs MLMIX (0.17). FNFPX was incepted earlier than MLMIX: FNFPX (5 years) vs MLMIX (9 years). MLMIX (1.72) is less costly to investors than FNFPX (0.47). MLMIX is a more actively managed with annual turnover of: 39.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MLMIX: FNFPX (250) vs MLMIX (1000000). MLMIX (9.31) and FNFPX (9.21) have marching annual gain over last year.
| FNFPX | MLMIX | FNFPX / MLMIX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.72 | 27% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 8.819 | 3.146 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 42.7M | 353,630% |
| Annual Yield % from dividends | 0.78 | 0.17 | 467% |
| Returns for 1 year | 9.21 | 9.31 | 99% |
| Returns for 3 years | 45.33 | 58.85 | 77% |
| Returns for 5 years | N/A | 78.38 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement