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FNPFX vs IVIYX
FNPFX vs IVIYX Comparison
Open Charts FNPFX vs IVIYX
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Macquarie Global Growth Fund
Price$40.25
Change+$0.33 (+0.83%)
VolumeN/A
Net Assets930.57M
FNPFX vs IVIYX Comparison Chart in %
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FNPFX vs. IVIYX commentary
Jul 07, 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 IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. IVIYX (931M). FNPFX pays higher dividends than IVIYX: FNPFX (0.79) vs IVIYX (0.23). FNPFX was incepted earlier than IVIYX: FNPFX (8 years) vs IVIYX (22 years). IVIYX (1.20) is less costly to investors than FNPFX (0.41). IVIYX is a more actively managed with annual turnover of: 47.00 vs. FNPFX (24.00). IVIYX has a lower initial minimum investment than FNPFX: IVIYX (0) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 11.63 vs. IVIYX (9.73). FNPFX return over 5 years is better than : 47.56 vs. IVIYX (-13.62).
| FNPFX | IVIYX | FNPFX / IVIYX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.20 | 34% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 13.140 | 13.094 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 931M | 16,756% |
| Annual Yield % from dividends | 0.79 | 0.23 | 346% |
| Returns for 1 year | 11.63 | 9.73 | 119% |
| Returns for 3 years | 47.32 | -13.87 | -341% |
| Returns for 5 years | 47.56 | -13.62 | -349% |
| Returns for 10 years | N/A | -2.97 | - |
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