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FUEPX vs RERBX
FUEPX vs RERBX Comparison
Open Charts FUEPX vs RERBX
American Funds EUPAC 529-F-2
Price$60.57
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets134.15B
American Funds EUPAC R2
Price$56.75
Change+$0.14 (+0.25%)
VolumeN/A
Net Assets134.15B
FUEPX vs RERBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX (134B) and RERBX (134B) have equal amount of cash in the bank . FUEPX pays higher dividends than RERBX: FUEPX (0.80) vs RERBX (0.23). FUEPX was incepted earlier than RERBX: FUEPX (5 years) vs RERBX (24 years). RERBX (1.56) is less costly to investors than FUEPX (0.59). FUEPX (35.00) and RERBX (35.00) have comparable annual turnover. FUEPX (250) and RERBX (250) have matching initial minimum investment requirements. FUEPX annual gain was more profitable for investors over the last year : 11.77 vs. RERBX (10.52). FUEPX return over 5 years is better than : -5.16 vs. RERBX (-11.10).
| FUEPX | RERBX | FUEPX / RERBX | |
| Total Expense Ratio | 0.59 | 1.56 | 38% |
| Annual Report Gross Expense Ratio | 0.59 | 1.56 | 38% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 12.856 | 11.603 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 134B | 100% |
| Annual Yield % from dividends | 0.80 | 0.23 | 344% |
| Returns for 1 year | 11.77 | 10.52 | 112% |
| Returns for 3 years | 27.73 | 23.36 | 119% |
| Returns for 5 years | -5.16 | -11.10 | 46% |
| Returns for 10 years | N/A | 30.04 | - |
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