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FNFPX vs MWOJX
FNFPX vs MWOJX Comparison
Open Charts FNFPX vs MWOJX
American Funds New Perspective 529-F-3
Price$74.56
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
MFS Global Growth R4
Price$66.35
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets915.61M
FNFPX vs MWOJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MWOJX (916M). FNFPX pays higher dividends than MWOJX: FNFPX (0.70) 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 : 11.88 vs. MWOJX (-1.87). FNFPX return over 5 years is better than : 27.68 vs. MWOJX (16.59).
| 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 | 19.480 | 6.613 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 916M | 17,795% |
| Annual Yield % from dividends | 0.70 | 0.24 | 287% |
| Returns for 1 year | 11.88 | -1.87 | -635% |
| Returns for 3 years | 46.48 | 23.20 | 200% |
| Returns for 5 years | 27.68 | 16.59 | 167% |
| Returns for 10 years | N/A | 99.05 | - |
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