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FNFPX vs MLMSX
FNFPX vs MLMSX Comparison
Open Charts FNFPX vs MLMSX
American Funds New Perspective 529-F-3
Price$71.95
Change-$0.45 (-0.62%)
VolumeN/A
Net Assets162.72B
Morgan Stanley Instl Global Core R6
Price$24.71
Change-$0.20 (-0.80%)
VolumeN/A
Net Assets56.54M
FNFPX vs MLMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MLMSX (56.5M). FNFPX pays higher dividends than MLMSX: FNFPX (1.27) vs MLMSX (0.11). FNFPX was incepted earlier than MLMSX: FNFPX (5 years) vs MLMSX (10 years). MLMSX (20.37) is less costly to investors than FNFPX (0.47). MLMSX is a more actively managed with annual turnover of: 39.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MLMSX: FNFPX (250) vs MLMSX (5000000). MLMSX (18.98) and FNFPX (18.46) have marching annual gain over last year. MLMSX return over 5 years is better than : 54.39 vs. FNFPX (22.71).
| FNFPX | MLMSX | FNFPX / MLMSX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 20.37 | 2% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.231 | 2.107 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 56.5M | 288,496% |
| Annual Yield % from dividends | 1.27 | 0.11 | 1,191% |
| Returns for 1 year | 18.46 | 18.98 | 97% |
| Returns for 3 years | 48.38 | 60.91 | 79% |
| Returns for 5 years | 22.71 | 54.39 | 42% |
| Returns for 10 years | N/A | N/A | - |
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