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FNPFX vs GESOX
FNPFX vs GESOX Comparison
Open Charts FNPFX vs GESOX
American Funds New Perspective F3
Price$61.85
Change+$0.17 (+0.28%)
VolumeN/A
Net Assets138.68B
Lazard Global Equity Select Port Open
Price$17.54
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets84.43M
FNPFX vs GESOX Comparison Chart
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FNPFX vs. GESOX commentary
Apr 29, 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 GESOX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. GESOX (84.4M). FNPFX pays higher dividends than GESOX: FNPFX (0.90) vs GESOX (0.29). FNPFX was incepted earlier than GESOX: FNPFX (8 years) vs GESOX (11 years). GESOX (1.57) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. GESOX (5.00). GESOX has a lower initial minimum investment than FNPFX: GESOX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 5.28 vs. GESOX (-4.51). FNPFX return over 5 years is better than : 46.55 vs. GESOX (34.58).
| FNPFX | GESOX | FNPFX / GESOX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.57 | 26% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -0.403 | -3.838 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 84.4M | 164,692% |
| Annual Yield % from dividends | 0.90 | 0.29 | 307% |
| Returns for 1 year | 5.28 | -4.51 | -117% |
| Returns for 3 years | 17.78 | 11.03 | 161% |
| Returns for 5 years | 46.55 | 34.58 | 135% |
| Returns for 10 years | N/A | 65.73 | - |
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