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QDVSX vs RPEBX
QDVSX vs RPEBX Comparison
Open Charts QDVSX vs RPEBX
FI Instl ESG Stck Fd for Ret Plns
Price$19.29
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets335.16K
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets159.21B
QDVSX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. QDVSX (335K). QDVSX pays higher dividends than RPEBX: QDVSX (1.40) vs RPEBX (0.12). QDVSX was incepted earlier than RPEBX: QDVSX (6 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than QDVSX (0.00). RPEBX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than RPEBX: QDVSX (0) vs RPEBX (250). RPEBX (14.50) and QDVSX (14.21) have marching annual gain over last year. QDVSX return over 5 years is better than : 83.49 vs. RPEBX (32.38).
| QDVSX | RPEBX | QDVSX / RPEBX | |
| Total Expense Ratio | 0.00 | 1.21 | - |
| Annual Report Gross Expense Ratio | 0.00 | 1.21 | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 14.472 | 15.388 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335K | 159B | 0% |
| Annual Yield % from dividends | 1.40 | 0.12 | 1,163% |
| Returns for 1 year | 14.21 | 14.50 | 98% |
| Returns for 3 years | 78.45 | 47.01 | 167% |
| Returns for 5 years | 83.49 | 32.38 | 258% |
| Returns for 10 years | N/A | 91.19 | - |
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