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GESOX vs RNPHX
GESOX vs RNPHX Comparison
Open Charts GESOX vs RNPHX
Lazard Global Equity Select Port Open
Price$18.35
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets78.4M
American Funds New Perspective R5E
Price$65.26
Change-$0.74 (-1.12%)
VolumeN/A
Net Assets149.21B
GESOX vs RNPHX Comparison Chart
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GESOX vs. RNPHX commentary
May 23, 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: 149B vs. GESOX (78.4M). RNPHX pays higher dividends than GESOX: RNPHX (0.74) vs GESOX (0.29). 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 : 7.11 vs. GESOX (-4.15). RNPHX return over 5 years is better than : 51.01 vs. GESOX (41.97).
| 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 | 0.603 | 6.217 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.4M | 149B | 0% |
| Annual Yield % from dividends | 0.29 | 0.74 | 39% |
| Returns for 1 year | -4.15 | 7.11 | -58% |
| Returns for 3 years | 22.85 | 32.80 | 70% |
| Returns for 5 years | 41.97 | 51.01 | 82% |
| Returns for 10 years | 70.85 | N/A | - |
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