JOGIX
Price
$11.77
Change
-$0.31 (-2.57%)
Updated
Feb 21 closing price
Net Assets
28.9M
NPFCX
Price
$60.51
Change
-$0.74 (-1.21%)
Updated
Feb 21 closing price
Net Assets
147.51B
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JOGIX vs NPFCX

Header iconJOGIX vs NPFCX Comparison
Open Charts JOGIX vs NPFCXBanner chart's image
JOHCM Global Select Institutional
Price$11.77
Change-$0.31 (-2.57%)
VolumeN/A
Net Assets28.9M
American Funds New Perspective C
Price$60.51
Change-$0.74 (-1.21%)
VolumeN/A
Net Assets147.51B
JOGIX vs NPFCX Comparison Chart
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JOGIX vs. NPFCX commentary
Feb 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 JOGIX is a Hold and NPFCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 148B vs. JOGIX (28.9M). JOGIX pays higher dividends than NPFCX: JOGIX (1.55) vs NPFCX (0.20). JOGIX was incepted earlier than NPFCX: JOGIX (12 years) vs NPFCX (24 years). JOGIX is a more actively managed with annual turnover of: 42.65 vs. NPFCX (17.00). NPFCX has a lower initial minimum investment than JOGIX: NPFCX (250) vs JOGIX (100000). NPFCX annual gain was more profitable for investors over the last year : 9.30 vs. JOGIX (-11.57). NPFCX return over 5 years is better than : 28.75 vs. JOGIX (-21.24).
JOGIXNPFCXJOGIX / NPFCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years24 years-
Gain YTD2.2594.50850%
Front LoadN/AN/A-
Min. Initial Investment10000025040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9M148B0%
Annual Yield % from dividends1.550.20785%
Returns for 1 year-11.579.30-124%
Returns for 3 years-27.9112.03-232%
Returns for 5 years-21.2428.75-74%
Returns for 10 years-16.0764.12-25%
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