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FNFPX vs MLMSX
FNFPX vs MLMSX Comparison
Open Charts FNFPX vs MLMSX
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 R6
Price$22.81
Change+$0.18 (+0.80%)
VolumeN/A
Net Assets44.79M
FNFPX vs MLMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. MLMSX (44.8M). FNFPX pays higher dividends than MLMSX: FNFPX (0.74) vs MLMSX (0.20). FNFPX was incepted earlier than MLMSX: FNFPX (5 years) vs MLMSX (9 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 annual gain was more profitable for investors over the last year : 13.27 vs. FNFPX (11.56).
| 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 | 9 years | - |
| Gain YTD | 13.116 | 8.671 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 44.8M | 348,214% |
| Annual Yield % from dividends | 0.74 | 0.20 | 370% |
| Returns for 1 year | 11.56 | 13.27 | 87% |
| Returns for 3 years | 48.67 | 65.26 | 75% |
| Returns for 5 years | N/A | 82.48 | - |
| Returns for 10 years | N/A | N/A | - |
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