Interact to see
Advertisement
Advertisement
FNPFX vs GESIX
FNPFX vs GESIX Comparison
Open Charts FNPFX vs GESIX
American Funds New Perspective F3
Price$68.55
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets152.86B
Lazard Global Equity Select Port Instl
Price$18.63
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets78.1M
FNPFX vs GESIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. GESIX commentary
Jun 26, 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: 153B vs. GESIX (78.1M). FNPFX pays higher dividends than GESIX: FNPFX (0.82) vs GESIX (0.56). FNPFX was incepted earlier than GESIX: FNPFX (8 years) vs GESIX (11 years). GESIX (0.86) 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 : 10.09 vs. GESIX (-1.80). FNPFX return over 5 years is better than : 50.36 vs. GESIX (41.18).
| FNPFX | GESIX | FNPFX / GESIX | |
| Total Expense Ratio | 0.41 | 0.86 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 0.86 | 48% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 10.386 | 2.357 | 441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 78.1M | 195,903% |
| Annual Yield % from dividends | 0.82 | 0.56 | 147% |
| Returns for 1 year | 10.09 | -1.80 | -561% |
| Returns for 3 years | 39.77 | 24.29 | 164% |
| Returns for 5 years | 50.36 | 41.18 | 122% |
| Returns for 10 years | N/A | 79.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement