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GESOX vs RNPHX
GESOX vs RNPHX Comparison
Open Charts GESOX vs RNPHX
Lazard Global Equity Select Port Open
Price$17.54
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets84.43M
American Funds New Perspective R5E
Price$61.16
Change+$0.17 (+0.28%)
VolumeN/A
Net Assets138.68B
GESOX vs RNPHX Comparison Chart
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GESOX vs. RNPHX commentary
Apr 29, 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 GESOX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 139B vs. GESOX (84.4M). RNPHX pays higher dividends than GESOX: RNPHX (0.76) vs GESOX (0.29). GESOX was incepted earlier than RNPHX: GESOX (11 years) vs RNPHX (9 years). GESOX (1.57) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. GESOX (5.00). RNPHX has a lower initial minimum investment than GESOX: RNPHX (250) vs GESOX (2500). RNPHX annual gain was more profitable for investors over the last year : 5.07 vs. GESOX (-4.51). RNPHX return over 5 years is better than : 45.57 vs. GESOX (34.58).
| GESOX | RNPHX | GESOX / RNPHX | |
| Total Expense Ratio | 1.15 | 0.56 | 205% |
| Annual Report Gross Expense Ratio | 1.57 | 0.56 | 280% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -3.838 | -0.456 | 842% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.4M | 139B | 0% |
| Annual Yield % from dividends | 0.29 | 0.76 | 38% |
| Returns for 1 year | -4.51 | 5.07 | -89% |
| Returns for 3 years | 11.03 | 17.33 | 64% |
| Returns for 5 years | 34.58 | 45.57 | 76% |
| Returns for 10 years | 65.73 | N/A | - |
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