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FNFPX vs MWOJX
FNFPX vs MWOJX Comparison
Open Charts FNFPX vs MWOJX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
MFS Global Growth R4
Price$66.18
Change-$0.95 (-1.42%)
VolumeN/A
Net Assets931.71M
FNFPX vs MWOJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. MWOJX (932M). FNFPX pays higher dividends than MWOJX: FNFPX (0.69) vs MWOJX (0.24). FNFPX was incepted earlier than MWOJX: FNFPX (5 years) vs MWOJX (21 years). MWOJX (1.07) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and MWOJX (23.00) have comparable annual turnover. MWOJX has a lower initial minimum investment than FNFPX: MWOJX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 14.96 vs. MWOJX (0.38). FNFPX return over 5 years is better than : 37.09 vs. MWOJX (20.61).
| FNFPX | MWOJX | FNFPX / MWOJX | |
| Total Expense Ratio | 0.47 | 0.97 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 1.07 | 44% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 21.499 | 8.013 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 932M | 17,704% |
| Annual Yield % from dividends | 0.69 | 0.24 | 286% |
| Returns for 1 year | 14.96 | 0.38 | 3,944% |
| Returns for 3 years | 53.34 | 29.56 | 180% |
| Returns for 5 years | 37.09 | 20.61 | 180% |
| Returns for 10 years | N/A | 107.19 | - |
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