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GESIX vs RNPFX
GESIX vs RNPFX Comparison
Open Charts GESIX vs RNPFX
Lazard Global Equity Select Port Instl
Price$16.93
Change+$0.30 (+1.80%)
VolumeN/A
Net Assets80.31M
American Funds New Perspective R5
Price$58.39
Change+$1.03 (+1.80%)
VolumeN/A
Net Assets129.28B
GESIX vs RNPFX Comparison Chart
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GESIX vs. RNPFX 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 RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 129B vs. GESIX (80.3M). RNPFX pays higher dividends than GESIX: RNPFX (0.84) vs GESIX (0.58). GESIX was incepted earlier than RNPFX: GESIX (11 years) vs RNPFX (23 years). GESIX (0.88) is less costly to investors than RNPFX (0.46). RNPFX is a more actively managed with annual turnover of: 24.00 vs. GESIX (5.00). RNPFX has a lower initial minimum investment than GESIX: RNPFX (250) vs GESIX (10000). RNPFX annual gain was more profitable for investors over the last year : -2.39 vs. GESIX (-9.16). RNPFX return over 5 years is better than : 47.22 vs. GESIX (35.31).
| GESIX | RNPFX | GESIX / RNPFX | |
| Total Expense Ratio | 0.88 | 0.46 | 191% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -8.827 | -5.883 | 150% |
| 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 | 0.84 | 69% |
| Returns for 1 year | -9.16 | -2.39 | 383% |
| Returns for 3 years | 1.74 | 4.30 | 41% |
| Returns for 5 years | 35.31 | 47.22 | 75% |
| Returns for 10 years | 59.34 | 54.51 | 109% |
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