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FIQOX vs RPEBX
FIQOX vs RPEBX Comparison
Open Charts FIQOX vs RPEBX
Fidelity Advisor Worldwide Z
Price$35.28
Change+$0.35 (+1.00%)
VolumeN/A
Net Assets3.08B
American Funds New Perspective R2E
Price$65.62
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets150.13B
FIQOX vs RPEBX Comparison Chart
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FIQOX vs. RPEBX commentary
Jun 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 FIQOX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 150B vs. FIQOX (3.08B). RPEBX pays higher dividends than FIQOX: RPEBX (0.13) 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 : 8.68 vs. FIQOX (-6.50). RPEBX return over 5 years is better than : 40.81 vs. FIQOX (22.28).
| 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 | -0.086 | 8.696 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 150B | 2% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | -6.50 | 8.68 | -75% |
| Returns for 3 years | 21.33 | 27.35 | 78% |
| Returns for 5 years | 22.28 | 40.81 | 55% |
| Returns for 10 years | N/A | 71.81 | - |
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