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FNPFX vs IVIYX
FNPFX vs IVIYX Comparison
Open Charts FNPFX vs IVIYX
American Funds New Perspective F3
Price$74.25
Change-$1.24 (-1.64%)
VolumeN/A
Net Assets165.22B
Macquarie Global Growth Fund
Price$41.34
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets891.24M
FNPFX vs IVIYX Comparison Chart in %
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FNPFX vs. IVIYX 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 IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 165B vs. IVIYX (891M). FNPFX pays higher dividends than IVIYX: FNPFX (0.73) vs IVIYX (0.22). FNPFX was incepted earlier than IVIYX: FNPFX (9 years) vs IVIYX (22 years). IVIYX (1.31) is less costly to investors than FNPFX (0.41). IVIYX is a more actively managed with annual turnover of: 55.00 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 : 15.05 vs. IVIYX (10.92). FNPFX return over 5 years is better than : 35.52 vs. IVIYX (-20.99).
| FNPFX | IVIYX | FNPFX / IVIYX | |
| Total Expense Ratio | 0.41 | 1.10 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.31 | 31% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 21.562 | 17.983 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 891M | 18,519% |
| Annual Yield % from dividends | 0.73 | 0.22 | 337% |
| Returns for 1 year | 15.05 | 10.92 | 138% |
| Returns for 3 years | 51.95 | -13.93 | -373% |
| Returns for 5 years | 35.52 | -20.99 | -169% |
| Returns for 10 years | N/A | 3.89 | - |
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