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JOGEX vs RNPEX
JOGEX vs RNPEX Comparison
Open Charts JOGEX vs RNPEX
JOHCM Global Select Advisor
Price$9.31
Change-$0.04 (-0.43%)
VolumeN/A
Net Assets19.26M
American Funds New Perspective R4
Price$53.81
Change-$0.66 (-1.21%)
VolumeN/A
Net Assets125.29B
JOGEX vs RNPEX Comparison Chart
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JOGEX vs. RNPEX 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 RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 125B vs. JOGEX (19.3M). RNPEX pays higher dividends than JOGEX: RNPEX (0.56) vs JOGEX (0.00). JOGEX was incepted earlier than RNPEX: JOGEX (12 years) vs RNPEX (23 years). JOGEX (1.12) is less costly to investors than RNPEX (0.76). JOGEX is a more actively managed with annual turnover of: 86.19 vs. RNPEX (24.00). JOGEX has a lower initial minimum investment than RNPEX: JOGEX (0) vs RNPEX (250). RNPEX annual gain was more profitable for investors over the last year : -8.74 vs. JOGEX (-32.20). RNPEX return over 5 years is better than : 38.46 vs. JOGEX (-27.83).
| JOGEX | RNPEX | JOGEX / RNPEX | |
| Total Expense Ratio | 1.09 | 0.76 | 143% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -18.483 | -11.657 | 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 | 0.56 | - |
| Returns for 1 year | -32.20 | -8.74 | 369% |
| Returns for 3 years | -42.74 | -5.15 | 830% |
| Returns for 5 years | -27.83 | 38.46 | -72% |
| Returns for 10 years | -35.70 | 42.43 | -84% |