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FIQOX vs RPEBX
FIQOX vs RPEBX Comparison
Open Charts FIQOX vs RPEBX
Fidelity Advisor Worldwide Z
Price$31.15
Change-$1.51 (-4.62%)
VolumeN/A
Net Assets2.95B
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
FIQOX vs RPEBX Comparison Chart
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FIQOX vs. RPEBX commentary
Apr 04, 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 Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. FIQOX (2.95B). RPEBX pays higher dividends than FIQOX: RPEBX (0.14) 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 : 1.77 vs. FIQOX (-9.70). RPEBX return over 5 years is better than : 65.32 vs. FIQOX (50.48).
| 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 | -6.579 | -0.928 | 709% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 139B | 2% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | -9.70 | 1.77 | -548% |
| Returns for 3 years | 3.32 | 1.30 | 255% |
| Returns for 5 years | 50.48 | 65.32 | 77% |
| Returns for 10 years | N/A | 57.08 | - |
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