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FNPFX vs GESIX
FNPFX vs GESIX Comparison
Open Charts FNPFX vs GESIX
American Funds New Perspective F3
Price$70.26
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
FNPFX vs GESIX Comparison Chart in %
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FNPFX vs. GESIX commentary
Jul 07, 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: 156B vs. GESIX (82.4M). FNPFX pays higher dividends than GESIX: FNPFX (0.79) vs GESIX (0.55). FNPFX was incepted earlier than GESIX: FNPFX (8 years) vs GESIX (12 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 : 11.63 vs. GESIX (-0.32). FNPFX return over 5 years is better than : 47.56 vs. GESIX (40.61).
| 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 | 12 years | - |
| Gain YTD | 13.140 | 4.496 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 82.4M | 189,320% |
| Annual Yield % from dividends | 0.79 | 0.55 | 143% |
| Returns for 1 year | 11.63 | -0.32 | -3,612% |
| Returns for 3 years | 47.32 | 29.34 | 161% |
| Returns for 5 years | 47.56 | 40.61 | 117% |
| Returns for 10 years | N/A | 87.12 | - |
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