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FIQOX vs RPEBX
FIQOX vs RPEBX Comparison
Open Charts FIQOX vs RPEBX
Fidelity Advisor Worldwide Z
Price$32.79
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets2.91B
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
FIQOX vs RPEBX Comparison Chart
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FIQOX vs. RPEBX commentary
May 09, 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: 142B vs. FIQOX (2.91B). 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 : 4.81 vs. FIQOX (-9.08). RPEBX return over 5 years is better than : 43.11 vs. FIQOX (25.21).
| 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 | 1.706 | -386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 142B | 2% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | -9.08 | 4.81 | -189% |
| Returns for 3 years | 16.78 | 21.24 | 79% |
| Returns for 5 years | 25.21 | 43.11 | 58% |
| Returns for 10 years | N/A | 57.28 | - |
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