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FWAFX vs RPEBX
FWAFX vs RPEBX Comparison
Open Charts FWAFX vs RPEBX
Fidelity Advisor Worldwide A
Price$37.65
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets3.37B
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
FWAFX vs RPEBX Comparison Chart in %
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FWAFX vs. RPEBX commentary
Aug 18, 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 FWAFX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. FWAFX (3.37B). FWAFX pays higher dividends than RPEBX: FWAFX (0.51) vs RPEBX (0.12). FWAFX was incepted earlier than RPEBX: FWAFX (17 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than FWAFX (0.98). FWAFX is a more actively managed with annual turnover of: 108.00 vs. RPEBX (24.00). FWAFX has a lower initial minimum investment than RPEBX: FWAFX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 13.00 vs. FWAFX (1.83). RPEBX return over 5 years is better than : 35.37 vs. FWAFX (19.03).
| FWAFX | RPEBX | FWAFX / RPEBX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 10.475 | 15.057 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37B | 159B | 2% |
| Annual Yield % from dividends | 0.51 | 0.12 | 415% |
| Returns for 1 year | 1.83 | 13.00 | 14% |
| Returns for 3 years | 31.29 | 32.98 | 95% |
| Returns for 5 years | 19.03 | 35.37 | 54% |
| Returns for 10 years | 60.89 | 80.78 | 75% |