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FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
MFS Global Growth R6
Price$68.58
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets961.92M
FNFPX vs MWOKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. MWOKX (962M). FNFPX pays higher dividends than MWOKX: FNFPX (0.74) vs MWOKX (0.31). FNFPX was incepted earlier than MWOKX: FNFPX (5 years) vs MWOKX (12 years). MWOKX (0.99) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and MWOKX (23.00) have comparable annual turnover. MWOKX has a lower initial minimum investment than FNFPX: MWOKX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 17.37 vs. MWOKX (6.31).
| FNFPX | MWOKX | FNFPX / MWOKX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 14.844 | 7.022 | 211% |
| 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 | 0.31 | 240% |
| Returns for 1 year | 17.37 | 6.31 | 275% |
| Returns for 3 years | 47.42 | 28.23 | 168% |
| Returns for 5 years | N/A | 34.79 | - |
| Returns for 10 years | N/A | 97.58 | - |
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