Interact to see
Advertisement
Advertisement
FNFPX vs GESOX
FNFPX vs GESOX Comparison
Open Charts FNFPX vs GESOX
American Funds New Perspective 529-F-3
Price$72.93
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets160.12B
Lazard Global Equity Select Port Open
Price$18.92
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets81.65M
FNFPX vs GESOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 160B vs. GESOX (81.6M). FNFPX pays higher dividends than GESOX: FNFPX (0.73) vs GESOX (0.28). 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 : 15.36 vs. GESOX (-2.74).
| 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 | 17.800 | 3.738 | 476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 81.6M | 196,078% |
| Annual Yield % from dividends | 0.73 | 0.28 | 261% |
| Returns for 1 year | 15.36 | -2.74 | -561% |
| Returns for 3 years | 51.19 | 24.94 | 205% |
| Returns for 5 years | N/A | 27.18 | - |
| Returns for 10 years | N/A | 90.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement