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FNPFX vs GESIX
FNPFX vs GESIX Comparison
Open Charts FNPFX vs GESIX
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets152.4B
Lazard Global Equity Select Port Instl
Price$18.56
Change-$0.30 (-1.59%)
VolumeN/A
Net Assets77.97M
FNPFX vs GESIX Comparison Chart
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FNPFX vs. GESIX commentary
Jun 15, 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 FNPFX is a Buy and GESIX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 152B vs. GESIX (78M). FNPFX pays higher dividends than GESIX: FNPFX (0.82) vs GESIX (0.56). FNPFX was incepted earlier than GESIX: FNPFX (8 years) vs GESIX (11 years). GESIX (0.86) is less costly to investors than FNPFX (0.41). FNPFX (24.00) and GESIX (23.00) have comparable annual turnover. GESIX has a lower initial minimum investment than FNPFX: GESIX (10000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 9.28 vs. GESIX (-1.76). FNPFX return over 5 years is better than : 49.86 vs. GESIX (40.97).
| FNPFX | GESIX | FNPFX / GESIX | |
| Total Expense Ratio | 0.41 | 0.86 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 0.86 | 48% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 8.841 | 1.754 | 504% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 78M | 194,872% |
| Annual Yield % from dividends | 0.82 | 0.56 | 147% |
| Returns for 1 year | 9.28 | -1.76 | -527% |
| Returns for 3 years | 44.00 | 30.28 | 145% |
| Returns for 5 years | 49.86 | 40.97 | 122% |
| Returns for 10 years | N/A | 79.32 | - |