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FNFPX vs RGORX
FNFPX vs RGORX Comparison
Open Charts FNFPX vs RGORX
American Funds New Perspective 529-F-3
Price$65.79
Change-$0.75 (-1.13%)
VolumeN/A
Net Assets149.21B
RBC Global Opportunities R6
Price$21.50
Change-$0.30 (-1.38%)
VolumeN/A
Net Assets520.53M
FNFPX vs RGORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 149B vs. RGORX (521M). FNFPX pays higher dividends than RGORX: FNFPX (0.83) vs RGORX (0.71). FNFPX was incepted earlier than RGORX: FNFPX (5 years) vs RGORX (9 years). RGORX (0.73) is less costly to investors than FNFPX (0.47). RGORX is a more actively managed with annual turnover of: 43.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than RGORX: FNFPX (250) vs RGORX (250000). RGORX annual gain was more profitable for investors over the last year : 9.75 vs. FNFPX (7.25).
| FNFPX | RGORX | FNFPX / RGORX | |
| Total Expense Ratio | 0.47 | 0.70 | 67% |
| Annual Report Gross Expense Ratio | 0.47 | 0.73 | 64% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 6.267 | 4.909 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 521M | 28,599% |
| Annual Yield % from dividends | 0.83 | 0.71 | 117% |
| Returns for 1 year | 7.25 | 9.75 | 74% |
| Returns for 3 years | 34.55 | 34.13 | 101% |
| Returns for 5 years | N/A | 57.44 | - |
| Returns for 10 years | N/A | N/A | - |
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