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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$69.79
Change-$0.47 (-0.67%)
VolumeN/A
Net Assets156.22B
Macquarie Global Growth Fund
Price$39.83
Change+$0.32 (+0.81%)
VolumeN/A
Net Assets930.57M
FNPFX vs IVINX Comparison Chart in %
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FNPFX vs. IVINX commentary
Jul 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNPFX is a Buy and IVINX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. IVINX (931M). FNPFX pays higher dividends than IVINX: FNPFX (0.79) vs IVINX (0.22). FNPFX was incepted earlier than IVINX: FNPFX (8 years) vs IVINX (39 years). IVINX (1.19) is less costly to investors than FNPFX (0.41). IVINX is a more actively managed with annual turnover of: 47.00 vs. FNPFX (24.00). IVINX has a lower initial minimum investment than FNPFX: IVINX (1000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 11.63 vs. IVINX (9.65). FNPFX return over 5 years is better than : 47.56 vs. IVINX (-14.13).
| FNPFX | IVINX | FNPFX / IVINX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.19 | 34% |
| Fund Existence | 8 years | 39 years | - |
| Gain YTD | 13.140 | 13.089 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 931M | 16,756% |
| Annual Yield % from dividends | 0.79 | 0.22 | 357% |
| Returns for 1 year | 11.63 | 9.65 | 120% |
| Returns for 3 years | 47.32 | -14.33 | -330% |
| Returns for 5 years | 47.56 | -14.13 | -337% |
| Returns for 10 years | N/A | -3.82 | - |