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FNFPX vs MWOJX
FNFPX vs MWOJX Comparison
Open Charts FNFPX vs MWOJX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
MFS Global Growth R4
Price$66.47
Change+$0.20 (+0.30%)
VolumeN/A
Net Assets961.92M
FNFPX vs MWOJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. MWOJX (962M). FNFPX pays higher dividends than MWOJX: FNFPX (0.74) vs MWOJX (0.25). FNFPX was incepted earlier than MWOJX: FNFPX (5 years) vs MWOJX (20 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 : 17.37 vs. MWOJX (6.03).
| 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 | 20 years | - |
| Gain YTD | 14.844 | 6.951 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 962M | 16,424% |
| Annual Yield % from dividends | 0.74 | 0.25 | 298% |
| Returns for 1 year | 17.37 | 6.03 | 288% |
| Returns for 3 years | 47.42 | 27.50 | 172% |
| Returns for 5 years | N/A | 33.49 | - |
| Returns for 10 years | N/A | 96.29 | - |
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