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GESOX vs RNPHX
GESOX vs RNPHX Comparison
Open Charts GESOX vs RNPHX
Lazard Global Equity Select Port Open
Price$18.54
Change-$0.31 (-1.64%)
VolumeN/A
Net Assets77.97M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets152.4B
GESOX vs RNPHX Comparison Chart
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GESOX vs. RNPHX commentary
Jun 14, 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: 152B vs. GESOX (78M). RNPHX pays higher dividends than GESOX: RNPHX (0.70) vs GESOX (0.28). GESOX was incepted earlier than RNPHX: GESOX (11 years) vs RNPHX (10 years). GESOX (1.81) is less costly to investors than RNPHX (0.56). RNPHX (24.00) and GESOX (23.00) have comparable annual turnover. 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 : 9.06 vs. GESOX (-2.09). RNPHX return over 5 years is better than : 48.85 vs. GESOX (38.99).
| GESOX | RNPHX | GESOX / RNPHX | |
| Total Expense Ratio | 1.15 | 0.56 | 205% |
| Annual Report Gross Expense Ratio | 1.81 | 0.56 | 323% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 1.645 | 8.773 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78M | 152B | 0% |
| Annual Yield % from dividends | 0.28 | 0.70 | 41% |
| Returns for 1 year | -2.09 | 9.06 | -23% |
| Returns for 3 years | 29.17 | 43.45 | 67% |
| Returns for 5 years | 38.99 | 48.85 | 80% |
| Returns for 10 years | 76.32 | N/A | - |
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