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FNFPX vs MLMSX
FNFPX vs MLMSX Comparison
Open Charts FNFPX vs MLMSX
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 R6
Price$24.37
Change-$0.44 (-1.77%)
VolumeN/A
Net Assets52.86M
FNFPX vs MLMSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. MLMSX (52.9M). FNFPX pays higher dividends than MLMSX: FNFPX (0.69) vs MLMSX (0.18). 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). FNFPX (14.96) and MLMSX (14.66) have marching annual gain over last year. MLMSX return over 5 years is better than : 64.07 vs. FNFPX (37.09).
| 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 | 21.499 | 17.913 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 52.9M | 311,909% |
| Annual Yield % from dividends | 0.69 | 0.18 | 378% |
| Returns for 1 year | 14.96 | 14.66 | 102% |
| Returns for 3 years | 53.34 | 69.50 | 77% |
| Returns for 5 years | 37.09 | 64.07 | 58% |
| Returns for 10 years | N/A | N/A | - |
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