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JOGIX vs RNPEX
JOGIX vs RNPEX Comparison
Open Charts JOGIX vs RNPEX
JOHCM Global Select Institutional
Price$11.01
Change+$0.06 (+0.55%)
VolumeN/A
Net Assets10.29M
American Funds New Perspective R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
JOGIX vs RNPEX Comparison Chart
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JOGIX vs. RNPEX commentary
May 10, 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 Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. JOGIX (10.3M). RNPEX pays higher dividends than JOGIX: RNPEX (0.55) vs JOGIX (0.00). JOGIX was incepted earlier than RNPEX: JOGIX (12 years) vs RNPEX (23 years). JOGIX (1.02) is less costly to investors than RNPEX (0.76). JOGIX is a more actively managed with annual turnover of: 86.19 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than JOGIX: RNPEX (250) vs JOGIX (100000). RNPEX annual gain was more profitable for investors over the last year : 5.27 vs. JOGIX (-19.37). RNPEX return over 5 years is better than : 46.39 vs. JOGIX (-21.98).
| JOGIX | RNPEX | JOGIX / RNPEX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 1.02 | 0.76 | 134% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -4.865 | 2.282 | -213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -19.37 | 5.27 | -367% |
| Returns for 3 years | -22.55 | 27.41 | -82% |
| Returns for 5 years | -21.98 | 46.39 | -47% |
| Returns for 10 years | -22.08 | 64.04 | -34% |