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FNFPX vs RGORX
FNFPX vs RGORX Comparison
Open Charts FNFPX vs RGORX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
RBC Global Opportunities R6
Price$23.24
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets488.39M
FNFPX vs RGORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. RGORX (488M). FNFPX pays higher dividends than RGORX: FNFPX (0.74) vs RGORX (0.64). FNFPX was incepted earlier than RGORX: FNFPX (5 years) vs RGORX (9 years). RGORX (0.73) is less costly to investors than FNFPX (0.47). RGORX is a more actively managed with annual turnover of: 72.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than RGORX: FNFPX (250) vs RGORX (250000). RGORX annual gain was more profitable for investors over the last year : 18.49 vs. FNFPX (17.37).
| FNFPX | RGORX | FNFPX / RGORX | |
| Total Expense Ratio | 0.47 | 0.70 | 67% |
| Annual Report Gross Expense Ratio | 0.47 | 0.73 | 64% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.844 | 11.838 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 488M | 32,377% |
| Annual Yield % from dividends | 0.74 | 0.64 | 117% |
| Returns for 1 year | 17.37 | 18.49 | 94% |
| Returns for 3 years | 47.42 | 42.39 | 112% |
| Returns for 5 years | N/A | 48.74 | - |
| Returns for 10 years | N/A | N/A | - |
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