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JOGEX vs NPFFX
JOGEX vs NPFFX Comparison
Open Charts JOGEX vs NPFFX
JOHCM Global Select Advisor
Price$11.77
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets8.96M
American Funds New Perspective F1
Price$68.95
Change+$0.45 (+0.66%)
VolumeN/A
Net Assets153.97B
JOGEX vs NPFFX Comparison Chart in %
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JOGEX vs. NPFFX commentary
Jun 28, 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 JOGEX is a Buy and NPFFX is a Buy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 154B vs. JOGEX (8.96M). NPFFX pays higher dividends than JOGEX: NPFFX (0.49) vs JOGEX (0.00). JOGEX was incepted earlier than NPFFX: JOGEX (12 years) vs NPFFX (24 years). JOGEX (1.12) is less costly to investors than NPFFX (0.78). JOGEX is a more actively managed with annual turnover of: 86.19 vs. NPFFX (24.00). JOGEX has a lower initial minimum investment than NPFFX: JOGEX (0) vs NPFFX (250). NPFFX annual gain was more profitable for investors over the last year : 11.64 vs. JOGEX (-15.83). NPFFX return over 5 years is better than : 50.80 vs. JOGEX (-22.24).
| JOGEX | NPFFX | JOGEX / NPFFX | |
| Total Expense Ratio | 1.09 | 0.78 | 140% |
| Annual Report Gross Expense Ratio | 1.12 | 0.78 | 144% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 2.441 | 11.932 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -15.83 | 11.64 | -136% |
| Returns for 3 years | -14.79 | 43.75 | -34% |
| Returns for 5 years | -22.24 | 50.80 | -44% |
| Returns for 10 years | -14.40 | 83.97 | -17% |
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