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FGEAX vs RNPHX
FGEAX vs RNPHX Comparison
Open Charts FGEAX vs RNPHX
Fidelity Advisor Glbl Capital Apprec A
Price$25.20
Change-$0.40 (-1.56%)
VolumeN/A
Net Assets144.94M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
FGEAX vs RNPHX Comparison Chart
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FGEAX vs. RNPHX commentary
Jun 16, 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 FGEAX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 151B vs. FGEAX (145M). RNPHX pays higher dividends than FGEAX: RNPHX (0.70) vs FGEAX (0.00). FGEAX was incepted earlier than RNPHX: FGEAX (27 years) vs RNPHX (10 years). FGEAX (1.31) is less costly to investors than RNPHX (0.56). FGEAX is a more actively managed with annual turnover of: 47.00 vs. RNPHX (24.00). FGEAX has a lower initial minimum investment than RNPHX: FGEAX (0) vs RNPHX (250). RNPHX annual gain was more profitable for investors over the last year : 9.06 vs. FGEAX (0.68). FGEAX return over 5 years is better than : 52.01 vs. RNPHX (48.85).
| FGEAX | RNPHX | FGEAX / RNPHX | |
| Total Expense Ratio | 1.30 | 0.56 | 232% |
| Annual Report Gross Expense Ratio | 1.31 | 0.56 | 234% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 1.654 | 8.773 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 0.68 | 9.06 | 7% |
| Returns for 3 years | 52.29 | 43.45 | 120% |
| Returns for 5 years | 52.01 | 48.85 | 106% |
| Returns for 10 years | 48.53 | N/A | - |
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