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AFGIX vs RNPEX
AFGIX vs RNPEX Comparison
Open Charts AFGIX vs RNPEX
Alger Global Equity I
Price$25.83
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets20.08M
American Funds New Perspective R4
Price$62.07
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets143.42B
AFGIX vs RNPEX Comparison Chart
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AFGIX vs. RNPEX commentary
Mar 10, 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 AFGIX is a Hold and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 143B vs. AFGIX (20.1M). RNPEX pays higher dividends than AFGIX: RNPEX (0.53) vs AFGIX (0.00). AFGIX was incepted earlier than RNPEX: AFGIX (12 years) vs RNPEX (23 years). AFGIX (2.32) is less costly to investors than RNPEX (0.76). AFGIX is a more actively managed with annual turnover of: 93.65 vs. RNPEX (24.00). AFGIX has a lower initial minimum investment than RNPEX: AFGIX (0) vs RNPEX (250). RNPEX annual gain was more profitable for investors over the last year : 5.43 vs. AFGIX (-11.72). RNPEX return over 5 years is better than : 45.08 vs. AFGIX (27.93).
| AFGIX | RNPEX | AFGIX / RNPEX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 2.32 | 0.76 | 305% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -4.686 | 1.904 | -246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -11.72 | 5.43 | -216% |
| Returns for 3 years | 7.76 | 19.07 | 41% |
| Returns for 5 years | 27.93 | 45.08 | 62% |
| Returns for 10 years | 38.57 | 72.31 | 53% |
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