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FNPFX vs GESIX
FNPFX vs GESIX Comparison
Open Charts FNPFX vs GESIX
American Funds New Perspective F3
Price$63.48
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
Lazard Global Equity Select Port Instl
Price$17.87
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets84.69M
FNPFX vs GESIX Comparison Chart
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FNPFX vs. GESIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNPFX is a Buy and GESIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. GESIX (84.7M). FNPFX pays higher dividends than GESIX: FNPFX (0.88) vs GESIX (0.58). FNPFX was incepted earlier than GESIX: FNPFX (8 years) vs GESIX (11 years). GESIX (0.88) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and GESIX (23.00) have comparable annual turnover. GESIX has a lower initial minimum investment than FNPFX: GESIX (10000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 6.07 vs. GESIX (-4.00). FNPFX return over 5 years is better than : 48.23 vs. GESIX (39.97).
| FNPFX | GESIX | FNPFX / GESIX | |
| Total Expense Ratio | 0.41 | 0.88 | 47% |
| Annual Report Gross Expense Ratio | 0.41 | 0.88 | 47% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 2.222 | -2.029 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 84.7M | 167,651% |
| Annual Yield % from dividends | 0.88 | 0.58 | 151% |
| Returns for 1 year | 6.07 | -4.00 | -152% |
| Returns for 3 years | 29.28 | 20.62 | 142% |
| Returns for 5 years | 48.23 | 39.97 | 121% |
| Returns for 10 years | N/A | 70.90 | - |
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