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GESIX vs NPFCX
GESIX vs NPFCX Comparison
Open Charts GESIX vs NPFCX
Lazard Global Equity Select Port Instl
Price$17.87
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets84.69M
American Funds New Perspective C
Price$58.96
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets141.81B
GESIX vs NPFCX Comparison Chart
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GESIX vs. NPFCX commentary
May 09, 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 GESIX is a Buy and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 142B vs. GESIX (84.7M). GESIX pays higher dividends than NPFCX: GESIX (0.58) vs NPFCX (0.00). GESIX was incepted earlier than NPFCX: GESIX (11 years) vs NPFCX (24 years). NPFCX (1.48) is less costly to investors than GESIX (0.88). NPFCX (24.00) and GESIX (23.00) have comparable annual turnover. NPFCX has a lower initial minimum investment than GESIX: NPFCX (250) vs GESIX (10000). NPFCX annual gain was more profitable for investors over the last year : 4.61 vs. GESIX (-4.00). NPFCX (40.72) and GESIX (39.97) have equivalent 5 years return.
| GESIX | NPFCX | GESIX / NPFCX | |
| Total Expense Ratio | 0.88 | 1.48 | 59% |
| Annual Report Gross Expense Ratio | 0.88 | 1.48 | 59% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -2.029 | 1.831 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.7M | 142B | 0% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -4.00 | 4.61 | -87% |
| Returns for 3 years | 20.62 | 25.61 | 81% |
| Returns for 5 years | 39.97 | 40.72 | 98% |
| Returns for 10 years | 70.90 | 55.66 | 127% |
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