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CGEZX vs FNPFX
CGEZX vs FNPFX Comparison
Open Charts CGEZX vs FNPFX
Columbia Select Global Equity Inst
Price$18.02
Change+$0.34 (+1.92%)
VolumeN/A
Net Assets641.47M
American Funds New Perspective F3
Price$58.46
Change+$1.03 (+1.79%)
VolumeN/A
Net Assets129.28B
CGEZX vs FNPFX Comparison Chart
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CGEZX vs. FNPFX commentary
Apr 12, 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 CGEZX is a Buy and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 129B vs. CGEZX (641M). FNPFX pays higher dividends than CGEZX: FNPFX (0.90) vs CGEZX (0.00). CGEZX was incepted earlier than FNPFX: CGEZX (15 years) vs FNPFX (8 years). CGEZX (1.02) is less costly to investors than FNPFX (0.41). CGEZX is a more actively managed with annual turnover of: 35.00 vs. FNPFX (24.00). CGEZX has a lower initial minimum investment than FNPFX: CGEZX (2000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : -2.34 vs. CGEZX (-7.39). FNPFX return over 5 years is better than : 47.47 vs. CGEZX (26.47).
| CGEZX | FNPFX | CGEZX / FNPFX | |
| Total Expense Ratio | 0.97 | 0.41 | 237% |
| Annual Report Gross Expense Ratio | 1.02 | 0.41 | 249% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -7.483 | -5.862 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 129B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -7.39 | -2.34 | 316% |
| Returns for 3 years | 7.54 | 4.42 | 171% |
| Returns for 5 years | 26.47 | 47.47 | 56% |
| Returns for 10 years | 74.02 | N/A | - |
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