Interact to see
Advertisement
Advertisement
FEPUX vs RIVLX
FEPUX vs RIVLX Comparison
Open Charts FEPUX vs RIVLX
American Funds EUPAC 529-F-3
Price$66.13
Change+$0.86 (+1.32%)
VolumeN/A
Net Assets137.06B
American Funds International Vntg R-5
Price$20.56
Change+$0.22 (+1.08%)
VolumeN/A
Net Assets2.63B
FEPUX vs RIVLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. RIVLX (2.64B). RIVLX pays higher dividends than FEPUX: RIVLX (1.30) vs FEPUX (0.86). FEPUX was incepted earlier than RIVLX: FEPUX (5 years) vs RIVLX (6 years). RIVLX (0.60) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. RIVLX (20.00). FEPUX (250) and RIVLX (250) have matching initial minimum investment requirements. RIVLX annual gain was more profitable for investors over the last year : 16.70 vs. FEPUX (11.44).
| FEPUX | RIVLX | FEPUX / RIVLX | |
| Total Expense Ratio | 0.52 | 0.60 | 87% |
| Annual Report Gross Expense Ratio | 0.52 | 0.60 | 87% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 21.772 | 25.015 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.64B | 5,199% |
| Annual Yield % from dividends | 0.86 | 1.30 | 66% |
| Returns for 1 year | 11.44 | 16.70 | 68% |
| Returns for 3 years | 51.90 | 65.48 | 79% |
| Returns for 5 years | N/A | 40.43 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement