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FGEAX vs RPEBX
FGEAX vs RPEBX Comparison
Open Charts FGEAX vs RPEBX
Fidelity Advisor Glbl Capital Apprec A
Price$27.16
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets156.39M
American Funds New Perspective R2E
Price$68.34
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets155.4B
FGEAX vs RPEBX Comparison Chart in %
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FGEAX vs. RPEBX commentary
Aug 07, 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 FGEAX is a Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 155B vs. FGEAX (156M). RPEBX pays higher dividends than FGEAX: RPEBX (0.12) vs FGEAX (0.00). FGEAX was incepted earlier than RPEBX: FGEAX (27 years) vs RPEBX (11 years). FGEAX (1.31) is less costly to investors than RPEBX (1.21). FGEAX is a more actively managed with annual turnover of: 47.00 vs. RPEBX (24.00). FGEAX has a lower initial minimum investment than RPEBX: FGEAX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 17.97 vs. FGEAX (13.40). FGEAX return over 5 years is better than : 46.82 vs. RPEBX (34.41).
| FGEAX | RPEBX | FGEAX / RPEBX | |
| Total Expense Ratio | 1.30 | 1.21 | 107% |
| Annual Report Gross Expense Ratio | 1.31 | 1.21 | 108% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 8.875 | 13.202 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.40 | 17.97 | 75% |
| Returns for 3 years | 49.50 | 34.81 | 142% |
| Returns for 5 years | 46.82 | 34.41 | 136% |
| Returns for 10 years | 61.84 | 77.45 | 80% |
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