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FNFPX vs PGIRX
FNFPX vs PGIRX Comparison
Open Charts FNFPX vs PGIRX
American Funds New Perspective 529-F-3
Price$74.18
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets163.52B
Polen Global Growth Investor
Price$26.28
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets294.85M
FNFPX vs PGIRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 164B vs. PGIRX (295M). FNFPX pays higher dividends than PGIRX: FNFPX (0.70) vs PGIRX (0.00). FNFPX was incepted earlier than PGIRX: FNFPX (5 years) vs PGIRX (10 years). PGIRX (1.26) is less costly to investors than FNFPX (0.47). PGIRX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than PGIRX: FNFPX (250) vs PGIRX (3000). FNFPX annual gain was more profitable for investors over the last year : 11.88 vs. PGIRX (-4.72). FNFPX return over 5 years is better than : 27.68 vs. PGIRX (13.63).
| FNFPX | PGIRX | FNFPX / PGIRX | |
| Total Expense Ratio | 0.47 | 1.26 | 37% |
| Annual Report Gross Expense Ratio | 0.47 | 1.26 | 37% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 19.480 | 1.586 | 1,228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 295M | 55,593% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 11.88 | -4.72 | -252% |
| Returns for 3 years | 46.48 | 33.77 | 138% |
| Returns for 5 years | 27.68 | 13.63 | 203% |
| Returns for 10 years | N/A | 138.36 | - |
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