Interact to see
Advertisement
Advertisement
FNFPX vs RPEBX
FNFPX vs RPEBX Comparison
Open Charts FNFPX vs RPEBX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
FNFPX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX (156B) and RPEBX (156B) have equal amount of cash in the bank . FNFPX pays higher dividends than RPEBX: FNFPX (0.74) vs RPEBX (0.12). FNFPX was incepted earlier than RPEBX: FNFPX (5 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than FNFPX (0.47). FNFPX (24.00) and RPEBX (24.00) have comparable annual turnover. FNFPX (250) and RPEBX (250) have matching initial minimum investment requirements. FNFPX annual gain was more profitable for investors over the last year : 11.56 vs. RPEBX (10.62).
| FNFPX | RPEBX | FNFPX / RPEBX | |
| Total Expense Ratio | 0.47 | 1.21 | 39% |
| Annual Report Gross Expense Ratio | 0.47 | 1.21 | 39% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 13.116 | 12.688 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 156B | 100% |
| Annual Yield % from dividends | 0.74 | 0.12 | 606% |
| Returns for 1 year | 11.56 | 10.62 | 109% |
| Returns for 3 years | 48.67 | 44.60 | 109% |
| Returns for 5 years | N/A | 42.79 | - |
| Returns for 10 years | N/A | 80.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement