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PGIRX vs RNPFX
PGIRX vs RNPFX Comparison
Open Charts PGIRX vs RNPFX
Polen Global Growth Investor
Price$24.69
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets352.52M
American Funds New Perspective R5
Price$61.58
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
PGIRX vs RNPFX Comparison Chart
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PGIRX vs. RNPFX commentary
Apr 03, 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 PGIRX is a Buy and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 137B vs. PGIRX (353M). RNPFX pays higher dividends than PGIRX: RNPFX (0.84) vs PGIRX (0.00). PGIRX was incepted earlier than RNPFX: PGIRX (10 years) vs RNPFX (23 years). PGIRX (1.23) is less costly to investors than RNPFX (0.46). RNPFX is a more actively managed with annual turnover of: 24.00 vs. PGIRX (21.00). RNPFX has a lower initial minimum investment than PGIRX: RNPFX (250) vs PGIRX (3000). RNPFX annual gain was more profitable for investors over the last year : 3.17 vs. PGIRX (-4.11). RNPFX return over 5 years is better than : 70.60 vs. PGIRX (53.44).
| PGIRX | RNPFX | PGIRX / RNPFX | |
| Total Expense Ratio | 1.23 | 0.46 | 267% |
| Annual Report Gross Expense Ratio | 1.23 | 0.46 | 267% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -5.145 | -0.741 | 694% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 137B | 0% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | -4.11 | 3.17 | -130% |
| Returns for 3 years | 4.56 | 4.49 | 102% |
| Returns for 5 years | 53.44 | 70.60 | 76% |
| Returns for 10 years | N/A | 65.81 | - |
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