Interact to see
Advertisement
Advertisement
FNPFX vs MSPTX
FNPFX vs MSPTX Comparison
Open Charts FNPFX vs MSPTX
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets150.58B
Morgan Stanley Inst Global Insgt C
Price$15.44
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets63.47M
FNPFX vs MSPTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. MSPTX 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 MSPTX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 151B vs. MSPTX (63.5M). FNPFX pays higher dividends than MSPTX: FNPFX (0.82) vs MSPTX (0.59). FNPFX was incepted earlier than MSPTX: FNPFX (8 years) vs MSPTX (10 years). MSPTX (2.47) is less costly to investors than FNPFX (0.41). MSPTX is a more actively managed with annual turnover of: 54.00 vs. FNPFX (24.00). MSPTX has a lower initial minimum investment than FNPFX: MSPTX (1000) vs FNPFX (1000000). MSPTX annual gain was more profitable for investors over the last year : 59.64 vs. FNPFX (9.28). FNPFX return over 5 years is better than : 49.86 vs. MSPTX (-24.12).
| FNPFX | MSPTX | FNPFX / MSPTX | |
| Total Expense Ratio | 0.41 | 2.10 | 20% |
| Annual Report Gross Expense Ratio | 0.41 | 2.47 | 17% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 8.841 | 10.207 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 63.5M | 237,795% |
| Annual Yield % from dividends | 0.82 | 0.59 | 139% |
| Returns for 1 year | 9.28 | 59.64 | 16% |
| Returns for 3 years | 44.00 | 141.19 | 31% |
| Returns for 5 years | 49.86 | -24.12 | -207% |
| Returns for 10 years | N/A | 17.85 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement