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GEPPX vs RNWFX
GEPPX vs RNWFX Comparison
Open Charts GEPPX vs RNWFX
Goldman Sachs ESG Em Mkts Eq P
Price$10.44
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets21.69M
American Funds New World R5
Price$81.97
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets63.85B
GEPPX vs RNWFX Comparison Chart
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GEPPX vs. RNWFX 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 GEPPX is a StrongBuy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.8B vs. GEPPX (21.7M). RNWFX pays higher dividends than GEPPX: RNWFX (1.15) vs GEPPX (0.90). GEPPX was incepted earlier than RNWFX: GEPPX (5 years) vs RNWFX (23 years). GEPPX (4.26) is less costly to investors than RNWFX (0.62). RNWFX is a more actively managed with annual turnover of: 37.00 vs. GEPPX (34.00). GEPPX has a lower initial minimum investment than RNWFX: GEPPX (0) vs RNWFX (250). GEPPX annual gain was more profitable for investors over the last year : 7.40 vs. RNWFX (3.73). RNWFX return over 5 years is better than : 38.49 vs. GEPPX (18.41).
| GEPPX | RNWFX | GEPPX / RNWFX | |
| Total Expense Ratio | 1.01 | 0.62 | 163% |
| Annual Report Gross Expense Ratio | 4.26 | 0.62 | 687% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 5.668 | 6.096 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 63.8B | 0% |
| Annual Yield % from dividends | 0.90 | 1.15 | 78% |
| Returns for 1 year | 7.40 | 3.73 | 199% |
| Returns for 3 years | 12.76 | 26.82 | 48% |
| Returns for 5 years | 18.41 | 38.49 | 48% |
| Returns for 10 years | N/A | 51.31 | - |
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