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FNEEX vs RPEBX
FNEEX vs RPEBX Comparison
Open Charts FNEEX vs RPEBX
American Funds New Economy 529-F-2
Price$65.36
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets37.16B
American Funds New Perspective R2E
Price$65.54
Change+$0.61 (+0.94%)
VolumeN/A
Net Assets149.31B
FNEEX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 149B vs. FNEEX (37.2B). RPEBX pays higher dividends than FNEEX: RPEBX (0.13) vs FNEEX (0.03). FNEEX was incepted earlier than RPEBX: FNEEX (5 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 : 7.27 vs. FNEEX (3.15).
| FNEEX | RPEBX | FNEEX / RPEBX | |
| Total Expense Ratio | 0.52 | 1.21 | 43% |
| Annual Report Gross Expense Ratio | 0.52 | 1.21 | 43% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 5.673 | 7.553 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2B | 149B | 25% |
| Annual Yield % from dividends | 0.03 | 0.13 | 23% |
| Returns for 1 year | 3.15 | 7.27 | 43% |
| Returns for 3 years | 46.82 | 34.18 | 137% |
| Returns for 5 years | N/A | 41.17 | - |
| Returns for 10 years | N/A | 67.26 | - |
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