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FNFPX vs GESIX
FNFPX vs GESIX Comparison
Open Charts FNFPX vs GESIX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Lazard Global Equity Select Port Instl
Price$19.06
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets82.4M
FNFPX vs GESIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. GESIX (82.4M). FNFPX pays higher dividends than GESIX: FNFPX (0.74) vs GESIX (0.55). FNFPX was incepted earlier than GESIX: FNFPX (5 years) vs GESIX (12 years). GESIX (0.86) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and GESIX (23.00) have comparable annual turnover. FNFPX has a lower initial minimum investment than GESIX: FNFPX (250) vs GESIX (10000). FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. GESIX (-0.32).
| FNFPX | GESIX | FNFPX / GESIX | |
| Total Expense Ratio | 0.47 | 0.86 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 0.86 | 55% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 13.116 | 4.496 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 82.4M | 189,320% |
| Annual Yield % from dividends | 0.74 | 0.55 | 136% |
| Returns for 1 year | 11.56 | -0.32 | -3,592% |
| Returns for 3 years | 48.67 | 29.34 | 166% |
| Returns for 5 years | N/A | 40.61 | - |
| Returns for 10 years | N/A | 87.12 | - |
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