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FNPFX vs IVINX
FNPFX vs IVINX Comparison
Open Charts FNPFX vs IVINX
American Funds New Perspective F3
Price$74.25
Change-$1.24 (-1.64%)
VolumeN/A
Net Assets165.22B
Macquarie Global Growth Fund
Price$40.92
Change-$0.64 (-1.54%)
VolumeN/A
Net Assets891.24M
FNPFX vs IVINX Comparison Chart in %
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FNPFX vs. IVINX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 165B vs. IVINX (891M). FNPFX pays higher dividends than IVINX: FNPFX (0.73) vs IVINX (0.21). FNPFX was incepted earlier than IVINX: FNPFX (9 years) vs IVINX (40 years). IVINX (1.30) is less costly to investors than FNPFX (0.41). IVINX is a more actively managed with annual turnover of: 55.00 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 : 15.05 vs. IVINX (10.88). FNPFX return over 5 years is better than : 35.52 vs. IVINX (-21.43).
| FNPFX | IVINX | FNPFX / IVINX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.30 | 32% |
| Fund Existence | 9 years | 40 years | - |
| Gain YTD | 21.562 | 18.001 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 891M | 18,519% |
| Annual Yield % from dividends | 0.73 | 0.21 | 347% |
| Returns for 1 year | 15.05 | 10.88 | 138% |
| Returns for 3 years | 51.95 | -14.37 | -361% |
| Returns for 5 years | 35.52 | -21.43 | -166% |
| Returns for 10 years | N/A | 3.06 | - |
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