Interact to see
Advertisement
Advertisement
FNFPX vs MSPTX
FNFPX vs MSPTX Comparison
Open Charts FNFPX vs MSPTX
American Funds New Perspective 529-F-3
Price$74.56
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
Morgan Stanley Inst Global Insgt C
Price$16.84
Change+$0.41 (+2.50%)
VolumeN/A
Net Assets67.49M
FNFPX vs MSPTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MSPTX (67.5M). FNFPX pays higher dividends than MSPTX: FNFPX (0.70) vs MSPTX (0.55). 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). FNFPX annual gain was more profitable for investors over the last year : 11.88 vs. MSPTX (9.70). FNFPX return over 5 years is better than : 27.68 vs. MSPTX (-45.92).
| 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 | 19.480 | 15.346 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 67.5M | 241,481% |
| Annual Yield % from dividends | 0.70 | 0.55 | 126% |
| Returns for 1 year | 11.88 | 9.70 | 123% |
| Returns for 3 years | 46.48 | 121.49 | 38% |
| Returns for 5 years | 27.68 | -45.92 | -60% |
| Returns for 10 years | N/A | 25.15 | - |