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FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$71.95
Change-$0.45 (-0.62%)
VolumeN/A
Net Assets162.72B
MFS Global Growth R6
Price$66.23
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets918.48M
FNFPX vs MWOKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. MWOKX (918M). FNFPX pays higher dividends than MWOKX: FNFPX (1.27) vs MWOKX (0.43). 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 : 18.46 vs. MWOKX (4.73). FNFPX return over 5 years is better than : 22.71 vs. MWOKX (14.45).
| 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 | 2.231 | 1.533 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 918M | 17,756% |
| Annual Yield % from dividends | 1.27 | 0.43 | 298% |
| Returns for 1 year | 18.46 | 4.73 | 390% |
| Returns for 3 years | 48.38 | 22.82 | 212% |
| Returns for 5 years | 22.71 | 14.45 | 157% |
| Returns for 10 years | N/A | 131.99 | - |
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