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AFGZX vs RNPFX
AFGZX vs RNPFX Comparison
Open Charts AFGZX vs RNPFX
Alger Global Equity Z
Price$28.46
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets20.33M
American Funds New Perspective R5
Price$63.52
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
AFGZX vs RNPFX Comparison Chart
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AFGZX vs. RNPFX commentary
May 11, 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 AFGZX is a Buy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 142B vs. AFGZX (20.3M). RNPFX pays higher dividends than AFGZX: RNPFX (0.82) vs AFGZX (0.00). AFGZX was incepted earlier than RNPFX: AFGZX (12 years) vs RNPFX (23 years). AFGZX (1.97) is less costly to investors than RNPFX (0.46). AFGZX is a more actively managed with annual turnover of: 93.65 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than AFGZX: RNPFX (250) vs AFGZX (500000). RNPFX annual gain was more profitable for investors over the last year : 5.68 vs. AFGZX (-8.17). RNPFX return over 5 years is better than : 48.27 vs. AFGZX (30.86).
| AFGZX | RNPFX | AFGZX / RNPFX | |
| Total Expense Ratio | 0.99 | 0.46 | 215% |
| Annual Report Gross Expense Ratio | 1.97 | 0.46 | 428% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -2.594 | 2.386 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -8.17 | 5.68 | -144% |
| Returns for 3 years | 22.02 | 28.41 | 77% |
| Returns for 5 years | 30.86 | 48.27 | 64% |
| Returns for 10 years | 42.03 | 66.66 | 63% |
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