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FUEPX vs RERCX
FUEPX vs RERCX Comparison
Open Charts FUEPX vs RERCX
American Funds EUPAC 529-F-2
Price$60.12
Change-$0.33 (-0.55%)
VolumeN/A
Net Assets133.44B
American Funds EUPAC R3
Price$58.22
Change-$0.32 (-0.55%)
VolumeN/A
Net Assets133.44B
FUEPX vs RERCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX (133B) and RERCX (133B) have equal amount of cash in the bank . FUEPX pays higher dividends than RERCX: FUEPX (0.87) vs RERCX (0.50). FUEPX was incepted earlier than RERCX: FUEPX (5 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than FUEPX (0.59). FUEPX (35.00) and RERCX (35.00) have comparable annual turnover. FUEPX (250) and RERCX (250) have matching initial minimum investment requirements. FUEPX annual gain was more profitable for investors over the last year : 1.99 vs. RERCX (1.26).
| FUEPX | RERCX | FUEPX / RERCX | |
| Total Expense Ratio | 0.59 | 1.12 | 53% |
| Annual Report Gross Expense Ratio | 0.59 | 1.12 | 53% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 12.018 | 11.618 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 133B | 100% |
| Annual Yield % from dividends | 0.87 | 0.50 | 174% |
| Returns for 1 year | 1.99 | 1.26 | 157% |
| Returns for 3 years | 32.47 | 28.77 | 113% |
| Returns for 5 years | N/A | 12.25 | - |
| Returns for 10 years | N/A | 20.22 | - |
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