Interact to see
Advertisement
Advertisement
FNFPX vs WAGSX
FNFPX vs WAGSX Comparison
Open Charts FNFPX vs WAGSX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Wasatch Global Select Investor
Price$12.91
Change-$0.20 (-1.53%)
VolumeN/A
Net Assets14.77M
FNFPX vs WAGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. WAGSX (14.8M). FNFPX pays higher dividends than WAGSX: FNFPX (0.78) vs WAGSX (0.00). FNFPX was incepted earlier than WAGSX: FNFPX (5 years) vs WAGSX (6 years). WAGSX (2.57) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and WAGSX (24.00) have comparable annual turnover. FNFPX has a lower initial minimum investment than WAGSX: FNFPX (250) vs WAGSX (2000). WAGSX annual gain was more profitable for investors over the last year : 11.68 vs. FNFPX (9.21).
| FNFPX | WAGSX | FNFPX / WAGSX | |
| Total Expense Ratio | 0.47 | 1.36 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 2.57 | 18% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 8.819 | 6.959 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 14.8M | 1,020,270% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 9.21 | 11.68 | 79% |
| Returns for 3 years | 45.33 | 43.76 | 104% |
| Returns for 5 years | N/A | 16.31 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement