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FNPFX vs RGERX
FNPFX vs RGERX Comparison
Open Charts FNPFX vs RGERX
American Funds New Perspective F3
Price$58.60
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets131.86B
Columbia Select Global Equity Inst2
Price$18.08
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets648.47M
FNPFX vs RGERX Comparison Chart
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FNPFX vs. RGERX commentary
Apr 19, 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: 132B vs. RGERX (648M). FNPFX pays higher dividends than RGERX: FNPFX (0.90) vs RGERX (0.00). FNPFX was incepted earlier than RGERX: FNPFX (8 years) vs RGERX (18 years). RGERX (0.97) 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 : 1.46 vs. RGERX (-2.74). FNPFX return over 5 years is better than : 41.66 vs. RGERX (23.24).
| FNPFX | RGERX | FNPFX / RGERX | |
| Total Expense Ratio | 0.41 | 0.92 | 45% |
| Annual Report Gross Expense Ratio | 0.41 | 0.97 | 42% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -5.636 | -6.175 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 648M | 20,370% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 1.46 | -2.74 | -53% |
| Returns for 3 years | 4.67 | 9.38 | 50% |
| Returns for 5 years | 41.66 | 23.24 | 179% |
| Returns for 10 years | N/A | 79.01 | - |
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