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GESIX vs NPFCX
GESIX vs NPFCX Comparison
Open Charts GESIX vs NPFCX
Lazard Global Equity Select Port Instl
Price$16.93
Change+$0.30 (+1.80%)
VolumeN/A
Net Assets80.31M
American Funds New Perspective C
Price$54.34
Change+$0.95 (+1.78%)
VolumeN/A
Net Assets129.28B
GESIX vs NPFCX Comparison Chart
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GESIX vs. NPFCX commentary
Apr 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 GESIX is a Buy and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 129B vs. GESIX (80.3M). 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 is a more actively managed with annual turnover of: 24.00 vs. GESIX (5.00). 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 : -3.67 vs. GESIX (-9.16). NPFCX return over 5 years is better than : 39.96 vs. GESIX (35.31).
| 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 | -8.827 | -6.149 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 129B | 0% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -9.16 | -3.67 | 250% |
| Returns for 3 years | 1.74 | 1.43 | 122% |
| Returns for 5 years | 35.31 | 39.96 | 88% |
| Returns for 10 years | 59.34 | 45.03 | 132% |
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