Interact to see
Advertisement
Advertisement
FNFPX vs RGERX
FNFPX vs RGERX Comparison
Open Charts FNFPX vs RGERX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
Columbia Select Global Equity Inst2
Price$21.60
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets752.13M
FNFPX vs RGERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. RGERX (752M). FNFPX pays higher dividends than RGERX: FNFPX (0.74) vs RGERX (0.00). FNFPX was incepted earlier than RGERX: FNFPX (5 years) vs RGERX (19 years). RGERX (0.96) is less costly to investors than FNFPX (0.47). RGERX is a more actively managed with annual turnover of: 35.00 vs. FNFPX (24.00). RGERX has a lower initial minimum investment than FNFPX: RGERX (0) vs FNFPX (250). FNFPX annual gain was more profitable for investors over the last year : 17.37 vs. RGERX (11.00).
| FNFPX | RGERX | FNFPX / RGERX | |
| Total Expense Ratio | 0.47 | 0.94 | 50% |
| Annual Report Gross Expense Ratio | 0.47 | 0.96 | 49% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 14.844 | 12.091 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 752M | 21,011% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 17.37 | 11.00 | 158% |
| Returns for 3 years | 47.42 | 45.26 | 105% |
| Returns for 5 years | N/A | 28.65 | - |
| Returns for 10 years | N/A | 110.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement