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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets150.58B
Macquarie Global Growth Fund
Price$38.22
Change-$0.51 (-1.32%)
VolumeN/A
Net Assets901.35M
FNPFX vs IVINX Comparison Chart
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FNPFX vs. IVINX commentary
Jun 16, 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: 151B vs. IVINX (901M). FNPFX pays higher dividends than IVINX: FNPFX (0.82) vs IVINX (0.23). 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 : 9.28 vs. IVINX (7.28). FNPFX return over 5 years is better than : 49.86 vs. IVINX (-14.03).
| 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 | 8.841 | 8.518 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 901M | 16,759% |
| Annual Yield % from dividends | 0.82 | 0.23 | 357% |
| Returns for 1 year | 9.28 | 7.28 | 127% |
| Returns for 3 years | 44.00 | -16.37 | -269% |
| Returns for 5 years | 49.86 | -14.03 | -355% |
| Returns for 10 years | N/A | -9.63 | - |
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