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FNFPX vs GESOX
FNFPX vs GESOX Comparison
Open Charts FNFPX vs GESOX
American Funds New Perspective 529-F-3
Price$61.65
Change+$0.17 (+0.28%)
VolumeN/A
Net Assets138.68B
Lazard Global Equity Select Port Open
Price$17.54
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets84.43M
FNFPX vs GESOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 139B vs. GESOX (84.4M). FNFPX pays higher dividends than GESOX: FNFPX (0.85) vs GESOX (0.29). FNFPX was incepted earlier than GESOX: FNFPX (5 years) vs GESOX (11 years). GESOX (1.57) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. GESOX (5.00). 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 : 5.21 vs. GESOX (-4.51).
| FNFPX | GESOX | FNFPX / GESOX | |
| Total Expense Ratio | 0.47 | 1.15 | 41% |
| Annual Report Gross Expense Ratio | 0.47 | 1.57 | 30% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -0.420 | -3.838 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 84.4M | 164,692% |
| Annual Yield % from dividends | 0.85 | 0.29 | 291% |
| Returns for 1 year | 5.21 | -4.51 | -116% |
| Returns for 3 years | 18.86 | 11.03 | 171% |
| Returns for 5 years | N/A | 34.58 | - |
| Returns for 10 years | N/A | 65.73 | - |
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