Interact to see
Advertisement
Advertisement
RNPEX vs RNPHX
RNPEX vs RNPHX Comparison
Open Charts RNPEX vs RNPHX
American Funds New Perspective R4
Price$69.82
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
American Funds New Perspective R5E
Price$70.52
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
RNPEX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RNPEX vs. RNPHX commentary
Jul 27, 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 RNPEX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX (158B) and RNPHX (158B) have equal amount of cash in the bank . RNPHX pays higher dividends than RNPEX: RNPHX (0.67) vs RNPEX (0.49). RNPEX was incepted earlier than RNPHX: RNPEX (23 years) vs RNPHX (10 years). RNPEX (0.76) is less costly to investors than RNPHX (0.56). RNPEX (24.00) and RNPHX (24.00) have comparable annual turnover. RNPEX (250) and RNPHX (250) have matching initial minimum investment requirements. RNPHX (17.23) and RNPEX (16.94) have marching annual gain over last year. RNPHX (43.40) and RNPEX (42.27) have equivalent 5 years return.
| RNPEX | RNPHX | RNPEX / RNPHX | |
| Total Expense Ratio | 0.76 | 0.56 | 136% |
| Annual Report Gross Expense Ratio | 0.76 | 0.56 | 136% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.628 | 14.779 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 158B | 100% |
| Annual Yield % from dividends | 0.49 | 0.67 | 73% |
| Returns for 1 year | 16.94 | 17.23 | 98% |
| Returns for 3 years | 44.81 | 45.51 | 98% |
| Returns for 5 years | 42.27 | 43.40 | 97% |
| Returns for 10 years | 85.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement