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FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
MFS Global Growth R6
Price$67.65
Change+$0.36 (+0.53%)
VolumeN/A
Net Assets952.31M
FNFPX vs MWOKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. MWOKX (952M). 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 (24.00) 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 : 11.56 vs. MWOKX (2.92).
| 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 | 13.116 | 5.571 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 952M | 16,387% |
| Annual Yield % from dividends | 0.74 | 0.31 | 240% |
| Returns for 1 year | 11.56 | 2.92 | 396% |
| Returns for 3 years | 48.67 | 29.06 | 168% |
| Returns for 5 years | N/A | 36.93 | - |
| Returns for 10 years | N/A | 96.62 | - |