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FNPFX vs GESIX
FNPFX vs GESIX Comparison
Open Charts FNPFX vs GESIX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
Lazard Global Equity Select Port Instl
Price$19.81
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
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FNPFX vs GESIX Comparison Chart
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FNPFX vs. GESIX commentary
Sep 21, 2024
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 StrongBuy and GESIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. GESIX (106M). FNPFX pays higher dividends than GESIX: FNPFX (1.11) vs GESIX (0.72). FNPFX was incepted earlier than GESIX: FNPFX (8 years) vs GESIX (11 years). FNPFX is a more actively managed with annual turnover of: 17.00 vs. GESIX (5.00). GESIX has a lower initial minimum investment than FNPFX: GESIX (10000) vs FNPFX (1000000). GESIX (23.54) and FNPFX (23.29) have marching annual gain over last year. FNPFX (47.04) and GESIX (46.46) have equivalent 5 years return.
| FNPFX | GESIX | FNPFX / GESIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 16.369 | 12.238 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 106M | 136,792% |
| Annual Yield % from dividends | 1.11 | 0.72 | 155% |
| Returns for 1 year | 23.29 | 23.54 | 99% |
| Returns for 3 years | -3.42 | 8.65 | -39% |
| Returns for 5 years | 47.04 | 46.46 | 101% |
| Returns for 10 years | N/A | 99.24 | - |
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