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FNFPX vs SEQUX
FNFPX vs SEQUX Comparison
Open Charts FNFPX vs SEQUX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
FNFPX vs SEQUX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. SEQUX (3.71B). FNFPX pays higher dividends than SEQUX: FNFPX (0.78) vs SEQUX (0.31). FNFPX was incepted earlier than SEQUX: FNFPX (5 years) vs SEQUX (55 years). SEQUX (1.11) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. SEQUX (7.00). FNFPX has a lower initial minimum investment than SEQUX: FNFPX (250) vs SEQUX (5000). SEQUX annual gain was more profitable for investors over the last year : 17.32 vs. FNFPX (9.21).
| FNFPX | SEQUX | FNFPX / SEQUX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.11 | 42% |
| Fund Existence | 5 years | 55 years | - |
| Gain YTD | 8.819 | 13.732 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 3.71B | 4,070% |
| Annual Yield % from dividends | 0.78 | 0.31 | 254% |
| Returns for 1 year | 9.21 | 17.32 | 53% |
| Returns for 3 years | 45.33 | 66.46 | 68% |
| Returns for 5 years | N/A | 40.65 | - |
| Returns for 10 years | N/A | -17.02 | - |