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FNFPX vs MSPTX
FNFPX vs MSPTX Comparison
Open Charts FNFPX vs MSPTX
American Funds New Perspective 529-F-3
Price$75.22
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets164.71B
Morgan Stanley Inst Global Insgt C
Price$17.51
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets72.02M
FNFPX vs MSPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. MSPTX (72M). FNFPX pays higher dividends than MSPTX: FNFPX (0.69) vs MSPTX (0.50). FNFPX was incepted earlier than MSPTX: FNFPX (5 years) vs MSPTX (11 years). MSPTX (2.47) is less costly to investors than FNFPX (0.47). MSPTX is a more actively managed with annual turnover of: 54.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than MSPTX: FNFPX (250) vs MSPTX (1000). MSPTX annual gain was more profitable for investors over the last year : 30.71 vs. FNFPX (14.96). FNFPX return over 5 years is better than : 37.09 vs. MSPTX (-35.50).
| FNFPX | MSPTX | FNFPX / MSPTX | |
| Total Expense Ratio | 0.47 | 2.10 | 22% |
| Annual Report Gross Expense Ratio | 0.47 | 2.47 | 19% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 21.499 | 26.124 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 72M | 229,167% |
| Annual Yield % from dividends | 0.69 | 0.50 | 140% |
| Returns for 1 year | 14.96 | 30.71 | 49% |
| Returns for 3 years | 53.34 | 133.28 | 40% |
| Returns for 5 years | 37.09 | -35.50 | -104% |
| Returns for 10 years | N/A | 40.30 | - |
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