Interact to see
Advertisement
Advertisement
ESGEX vs FNPFX
ESGEX vs FNPFX Comparison
Open Charts ESGEX vs FNPFX
Reynders McVeigh Core Equity Instl
Price$21.39
Change+$0.11 (+0.52%)
VolumeN/A
Net Assets95.17M
American Funds New Perspective F3
Price$72.39
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets159.21B
ESGEX vs FNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESGEX vs. FNPFX commentary
Sep 09, 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 ESGEX is a StrongBuy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 159B vs. ESGEX (95.2M). FNPFX pays higher dividends than ESGEX: FNPFX (0.77) vs ESGEX (0.51). ESGEX was incepted earlier than FNPFX: ESGEX (6 years) vs FNPFX (9 years). ESGEX (1.12) is less costly to investors than FNPFX (0.41). ESGEX (25.00) and FNPFX (24.00) have comparable annual turnover. ESGEX has a lower initial minimum investment than FNPFX: ESGEX (1000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 18.14 vs. ESGEX (15.91). ESGEX return over 5 years is better than : 59.71 vs. FNPFX (38.86).
| ESGEX | FNPFX | ESGEX / FNPFX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 1.12 | 0.41 | 273% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 14.446 | 16.570 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.2M | 159B | 0% |
| Annual Yield % from dividends | 0.51 | 0.77 | 66% |
| Returns for 1 year | 15.91 | 18.14 | 88% |
| Returns for 3 years | 44.11 | 43.81 | 101% |
| Returns for 5 years | 59.71 | 38.86 | 154% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IRLNX | 81.81 | 0.48 | +0.59% |
| Voya Russell Large Cap Growth Idx Port I | |||
| ASQAX | 17.15 | 0.05 | +0.29% |
| American Century Small Company A | |||
| IIRSX | 13.29 | 0.02 | +0.15% |
| Voya Russell Small Cap Index Port I | |||
| FDTTX | 26.55 | N/A | N/A |
| Fidelity Advisor Capital Development A | |||
| RYWCX | 41.56 | -0.02 | -0.05% |
| Rydex S&P SmallCap 600 Pure Growth C | |||