Ad is loading...
Ad is loading...
FNPFX vs GESOX
FNPFX vs GESOX Comparison
Open Charts FNPFX vs GESOX
American Funds New Perspective F3
Price$67.58
Change+$0.01 (+0.01%)
VolumeN/A
CapitalizationN/A
Lazard Global Equity Select Port Open
Price$20.16
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
FNPFX vs GESOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. GESOX commentary
Dec 06, 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 Buy and GESOX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 148B vs. GESOX (104M). FNPFX pays higher dividends than GESOX: FNPFX (1.11) vs GESOX (0.47). FNPFX was incepted earlier than GESOX: FNPFX (8 years) vs GESOX (11 years). FNPFX is a more actively managed with annual turnover of: 17.00 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 : 22.64 vs. GESOX (19.11). FNPFX (45.09) and GESOX (43.29) have equivalent 5 years return.
| FNPFX | GESOX | FNPFX / GESOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 20.894 | 14.156 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 104M | 142,308% |
| Annual Yield % from dividends | 1.11 | 0.47 | 238% |
| Returns for 1 year | 22.64 | 19.11 | 118% |
| Returns for 3 years | -0.16 | 8.99 | -2% |
| Returns for 5 years | 45.09 | 43.29 | 104% |
| Returns for 10 years | N/A | 95.38 | - |