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FNFPX vs GESOX
FNFPX vs GESOX Comparison
Open Charts FNFPX vs GESOX
American Funds New Perspective 529-F-3
Price$73.89
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.58B
Lazard Global Equity Select Port Open
Price$19.21
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets80.23M
FNFPX vs GESOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. GESOX (80.2M). FNFPX pays higher dividends than GESOX: FNFPX (0.71) vs GESOX (0.27). FNFPX was incepted earlier than GESOX: FNFPX (5 years) vs GESOX (12 years). GESOX (1.81) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and GESOX (23.00) have comparable annual turnover. FNFPX has a lower initial minimum investment than GESOX: FNFPX (250) vs GESOX (2500). FNFPX annual gain was more profitable for investors over the last year : 12.87 vs. GESOX (-3.68).
| FNFPX | GESOX | FNFPX / GESOX | |
| Total Expense Ratio | 0.47 | 1.15 | 41% |
| Annual Report Gross Expense Ratio | 0.47 | 1.81 | 26% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 19.125 | 4.835 | 396% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 80.2M | 203,242% |
| Annual Yield % from dividends | 0.71 | 0.27 | 258% |
| Returns for 1 year | 12.87 | -3.68 | -349% |
| Returns for 3 years | 63.89 | 34.33 | 186% |
| Returns for 5 years | N/A | 24.72 | - |
| Returns for 10 years | N/A | 86.56 | - |
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