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FNFPX vs MWOKX
FNFPX vs MWOKX Comparison
Open Charts FNFPX vs MWOKX
American Funds New Perspective 529-F-3
Price$75.22
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets164.71B
MFS Global Growth R6
Price$69.27
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets929.52M
FNFPX vs MWOKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. MWOKX (930M). FNFPX pays higher dividends than MWOKX: FNFPX (0.69) 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 : 14.96 vs. MWOKX (0.61). FNFPX return over 5 years is better than : 37.09 vs. MWOKX (21.77).
| 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 | 21.499 | 8.099 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 930M | 17,742% |
| Annual Yield % from dividends | 0.69 | 0.30 | 231% |
| Returns for 1 year | 14.96 | 0.61 | 2,442% |
| Returns for 3 years | 53.34 | 30.27 | 176% |
| Returns for 5 years | 37.09 | 21.77 | 170% |
| Returns for 10 years | N/A | 108.51 | - |
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