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CGEZX vs RNPHX
CGEZX vs RNPHX Comparison
Open Charts CGEZX vs RNPHX
Columbia Select Global Equity Inst
Price$19.43
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets700.73M
American Funds New Perspective R5E
Price$62.77
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
CGEZX vs RNPHX Comparison Chart
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CGEZX vs. RNPHX commentary
May 09, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. CGEZX (701M). RNPHX pays higher dividends than CGEZX: RNPHX (0.74) vs CGEZX (0.00). CGEZX was incepted earlier than RNPHX: CGEZX (15 years) vs RNPHX (9 years). CGEZX (0.99) is less costly to investors than RNPHX (0.56). CGEZX is a more actively managed with annual turnover of: 35.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than CGEZX: RNPHX (250) vs CGEZX (2000). RNPHX annual gain was more profitable for investors over the last year : 5.85 vs. CGEZX (1.78). RNPHX return over 5 years is better than : 47.24 vs. CGEZX (30.98).
| CGEZX | RNPHX | CGEZX / RNPHX | |
| Total Expense Ratio | 0.97 | 0.56 | 173% |
| Annual Report Gross Expense Ratio | 0.99 | 0.56 | 177% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 1.779 | 2.165 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 1.78 | 5.85 | 30% |
| Returns for 3 years | 34.23 | 28.77 | 119% |
| Returns for 5 years | 30.98 | 47.24 | 66% |
| Returns for 10 years | 92.57 | N/A | - |