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JOGEX vs NPFFX
JOGEX vs NPFFX Comparison
Open Charts JOGEX vs NPFFX
JOHCM Global Select Advisor
Price$9.31
Change-$0.04 (-0.43%)
VolumeN/A
Net Assets19.26M
American Funds New Perspective F1
Price$54.42
Change-$0.67 (-1.22%)
VolumeN/A
Net Assets125.29B
JOGEX vs NPFFX Comparison Chart
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JOGEX vs. NPFFX commentary
Apr 09, 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 Hold and NPFFX is a Hold.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 125B vs. JOGEX (19.3M). NPFFX pays higher dividends than JOGEX: NPFFX (0.53) 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 : -8.71 vs. JOGEX (-32.20). NPFFX return over 5 years is better than : 38.69 vs. JOGEX (-27.83).
| 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 | -18.483 | -11.656 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3M | 125B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -32.20 | -8.71 | 370% |
| Returns for 3 years | -42.74 | -5.08 | 841% |
| Returns for 5 years | -27.83 | 38.69 | -72% |
| Returns for 10 years | -35.70 | 42.95 | -83% |
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