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FNFPX vs RGERX
FNFPX vs RGERX Comparison
Open Charts FNFPX vs RGERX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Columbia Select Global Equity Inst2
Price$21.24
Change+$0.19 (+0.90%)
VolumeN/A
Net Assets744.49M
FNFPX vs RGERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. RGERX (744M). FNFPX pays higher dividends than RGERX: FNFPX (0.74) vs RGERX (0.00). FNFPX was incepted earlier than RGERX: FNFPX (5 years) vs RGERX (19 years). RGERX (0.96) is less costly to investors than FNFPX (0.47). RGERX is a more actively managed with annual turnover of: 35.00 vs. FNFPX (24.00). RGERX has a lower initial minimum investment than FNFPX: RGERX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. RGERX (3.81).
| FNFPX | RGERX | FNFPX / RGERX | |
| Total Expense Ratio | 0.47 | 0.94 | 50% |
| Annual Report Gross Expense Ratio | 0.47 | 0.96 | 49% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 13.116 | 10.223 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 744M | 20,968% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 11.56 | 3.81 | 303% |
| Returns for 3 years | 48.67 | 48.22 | 101% |
| Returns for 5 years | N/A | 30.63 | - |
| Returns for 10 years | N/A | 111.76 | - |
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