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FNEEX vs RPEBX
FNEEX vs RPEBX Comparison
Open Charts FNEEX vs RPEBX
American Funds New Economy 529-F-2
Price$57.26
Change+$1.15 (+2.05%)
VolumeN/A
Net Assets32.48B
American Funds New Perspective R2E
Price$59.30
Change+$1.13 (+1.94%)
VolumeN/A
Net Assets134.95B
FNEEX vs RPEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 135B vs. FNEEX (32.5B). RPEBX pays higher dividends than FNEEX: RPEBX (0.14) vs FNEEX (0.03). FNEEX was incepted earlier than RPEBX: FNEEX (4 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than FNEEX (0.52). FNEEX is a more actively managed with annual turnover of: 36.00 vs. RPEBX (24.00). FNEEX (250) and RPEBX (250) have matching initial minimum investment requirements. RPEBX annual gain was more profitable for investors over the last year : 3.67 vs. FNEEX (-4.94).
| FNEEX | RPEBX | FNEEX / RPEBX | |
| Total Expense Ratio | 0.52 | 1.21 | 43% |
| Annual Report Gross Expense Ratio | 0.52 | 1.21 | 43% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -10.483 | -1.772 | 591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 135B | 24% |
| Annual Yield % from dividends | 0.03 | 0.14 | 23% |
| Returns for 1 year | -4.94 | 3.67 | -135% |
| Returns for 3 years | 14.06 | 10.26 | 137% |
| Returns for 5 years | N/A | 44.47 | - |
| Returns for 10 years | N/A | 51.44 | - |
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