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CNPAX vs GESIX
CNPAX vs GESIX Comparison
Open Charts CNPAX vs GESIX
American Funds New Perspective 529A
Price$70.65
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
Lazard Global Equity Select Port Instl
Price$18.85
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets81.89M
CNPAX vs GESIX Comparison Chart in %
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CNPAX vs. GESIX commentary
Sep 08, 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 CNPAX is a Buy and GESIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. GESIX (81.9M). GESIX pays higher dividends than CNPAX: GESIX (0.54) vs CNPAX (0.48). CNPAX was incepted earlier than GESIX: CNPAX (24 years) vs GESIX (12 years). GESIX (0.86) is less costly to investors than CNPAX (0.77). CNPAX (24.00) and GESIX (23.00) have comparable annual turnover. CNPAX has a lower initial minimum investment than GESIX: CNPAX (250) vs GESIX (10000). CNPAX annual gain was more profitable for investors over the last year : 15.09 vs. GESIX (-1.92). CNPAX return over 5 years is better than : 36.01 vs. GESIX (28.59).
| CNPAX | GESIX | CNPAX / GESIX | |
| Total Expense Ratio | 0.77 | 0.86 | 90% |
| Annual Report Gross Expense Ratio | 0.77 | 0.86 | 90% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.763 | 3.519 | 448% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 81.9M | 194,139% |
| Annual Yield % from dividends | 0.48 | 0.54 | 87% |
| Returns for 1 year | 15.09 | -1.92 | -787% |
| Returns for 3 years | 49.57 | 26.61 | 186% |
| Returns for 5 years | 36.01 | 28.59 | 126% |
| Returns for 10 years | 106.66 | 93.63 | 114% |
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