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FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$73.89
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.58B
MFS Global Growth R6
Price$68.14
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets923.57M
FNFPX vs MWOKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MWOKX (924M). FNFPX pays higher dividends than MWOKX: FNFPX (0.71) vs MWOKX (0.30). FNFPX was incepted earlier than MWOKX: FNFPX (5 years) vs MWOKX (13 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 : 13.09 vs. MWOKX (-2.13).
| 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 | 13 years | - |
| Gain YTD | 19.351 | 6.336 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 924M | 17,641% |
| Annual Yield % from dividends | 0.71 | 0.30 | 233% |
| Returns for 1 year | 13.09 | -2.13 | -613% |
| Returns for 3 years | 64.21 | 38.89 | 165% |
| Returns for 5 years | N/A | 23.77 | - |
| Returns for 10 years | N/A | 103.55 | - |
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