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FNFPX vs RGORX
FNFPX vs RGORX Comparison
Open Charts FNFPX vs RGORX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
RBC Global Opportunities R6
Price$21.85
Change-$0.31 (-1.40%)
VolumeN/A
Net Assets459.67M
FNFPX vs RGORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. RGORX (460M). FNFPX pays higher dividends than RGORX: FNFPX (0.78) vs RGORX (0.66). 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: 43.00 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 : 10.39 vs. FNFPX (9.21).
| 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 | 8.819 | 5.149 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 460M | 32,826% |
| Annual Yield % from dividends | 0.78 | 0.66 | 117% |
| Returns for 1 year | 9.21 | 10.39 | 89% |
| Returns for 3 years | 45.33 | 40.91 | 111% |
| Returns for 5 years | N/A | 52.01 | - |
| Returns for 10 years | N/A | N/A | - |
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