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FNPFX vs RGERX
FNPFX vs RGERX Comparison
Open Charts FNPFX vs RGERX
American Funds New Perspective F3
Price$63.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
Columbia Select Global Equity Inst2
Price$19.70
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets703.5M
FNPFX vs RGERX Comparison Chart
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FNPFX vs. RGERX commentary
May 12, 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 RGERX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. RGERX (704M). FNPFX pays higher dividends than RGERX: FNPFX (0.88) vs RGERX (0.00). FNPFX was incepted earlier than RGERX: FNPFX (8 years) vs RGERX (18 years). RGERX (0.96) is less costly to investors than FNPFX (0.41). RGERX is a more actively managed with annual turnover of: 35.00 vs. FNPFX (24.00). RGERX has a lower initial minimum investment than FNPFX: RGERX (0) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 5.73 vs. RGERX (2.02). FNPFX return over 5 years is better than : 48.51 vs. RGERX (31.95).
| FNPFX | RGERX | FNPFX / RGERX | |
| Total Expense Ratio | 0.41 | 0.94 | 44% |
| Annual Report Gross Expense Ratio | 0.41 | 0.96 | 43% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.415 | 2.231 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 704M | 20,170% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | 5.73 | 2.02 | 284% |
| Returns for 3 years | 28.52 | 33.74 | 85% |
| Returns for 5 years | 48.51 | 31.95 | 152% |
| Returns for 10 years | N/A | 95.44 | - |
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