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ESGEX vs FNFPX
ESGEX vs FNFPX Comparison
Open Charts ESGEX vs FNFPX
Reynders McVeigh Core Equity Instl
Price$21.91
Change-$0.41 (-1.84%)
VolumeN/A
Net Assets100.82M
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
ESGEX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. ESGEX (101M). FNFPX pays higher dividends than ESGEX: FNFPX (0.69) vs ESGEX (0.48). ESGEX was incepted earlier than FNFPX: ESGEX (7 years) vs FNFPX (5 years). ESGEX (1.12) is less costly to investors than FNFPX (0.47). ESGEX (25.00) and FNFPX (24.00) have comparable annual turnover. FNFPX has a lower initial minimum investment than ESGEX: FNFPX (250) vs ESGEX (1000). FNFPX (14.96) and ESGEX (14.54) have marching annual gain over last year. ESGEX return over 5 years is better than : 53.22 vs. FNFPX (37.09).
| ESGEX | FNFPX | ESGEX / FNFPX | |
| Total Expense Ratio | 0.95 | 0.47 | 202% |
| Annual Report Gross Expense Ratio | 1.12 | 0.47 | 238% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 19.422 | 21.499 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 165B | 0% |
| Annual Yield % from dividends | 0.48 | 0.69 | 70% |
| Returns for 1 year | 14.54 | 14.96 | 97% |
| Returns for 3 years | 51.18 | 53.34 | 96% |
| Returns for 5 years | 53.22 | 37.09 | 144% |
| Returns for 10 years | N/A | N/A | - |
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