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FIQOX vs RPEBX
FIQOX vs RPEBX Comparison
Open Charts FIQOX vs RPEBX
Fidelity Advisor Worldwide Z
Price$37.43
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets3.28B
American Funds New Perspective R2E
Price$68.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets156.34B
FIQOX vs RPEBX Comparison Chart in %
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FIQOX vs. RPEBX commentary
Jul 11, 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 FIQOX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. FIQOX (3.28B). RPEBX pays higher dividends than FIQOX: RPEBX (0.12) vs FIQOX (0.00). FIQOX was incepted earlier than RPEBX: FIQOX (7 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than FIQOX (0.61). FIQOX is a more actively managed with annual turnover of: 108.00 vs. RPEBX (24.00). FIQOX has a lower initial minimum investment than RPEBX: FIQOX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 9.15 vs. FIQOX (-4.33). RPEBX return over 5 years is better than : 38.53 vs. FIQOX (24.68).
| FIQOX | RPEBX | FIQOX / RPEBX | |
| Total Expense Ratio | 0.61 | 1.21 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.21 | 50% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 6.808 | 12.953 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 156B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -4.33 | 9.15 | -47% |
| Returns for 3 years | 41.65 | 44.94 | 93% |
| Returns for 5 years | 24.68 | 38.53 | 64% |
| Returns for 10 years | N/A | 76.79 | - |
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