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FUEPX vs RERFX
FUEPX vs RERFX Comparison
Open Charts FUEPX vs RERFX
American Funds EUPAC 529-F-2
Price$61.91
Change+$0.35 (+0.57%)
VolumeN/A
Net Assets132.86B
American Funds EUPAC R5
Price$62.25
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets132.86B
FUEPX vs RERFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX (133B) and RERFX (133B) have equal amount of cash in the bank . RERFX (0.88) and FUEPX (0.85) have matching dividends . FUEPX was incepted earlier than RERFX: FUEPX (5 years) vs RERFX (23 years). FUEPX (0.59) is less costly to investors than RERFX (0.52). FUEPX (35.00) and RERFX (35.00) have comparable annual turnover. FUEPX (250) and RERFX (250) have matching initial minimum investment requirements. RERFX annual gain was more profitable for investors over the last year : 9.00 vs. FUEPX (8.36).
| FUEPX | RERFX | FUEPX / RERFX | |
| Total Expense Ratio | 0.59 | 0.52 | 113% |
| Annual Report Gross Expense Ratio | 0.59 | 0.52 | 113% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 15.353 | 16.008 | 96% |
| 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 | 0.85 | 0.88 | 96% |
| Returns for 1 year | 8.36 | 9.00 | 93% |
| Returns for 3 years | 37.28 | 36.35 | 103% |
| Returns for 5 years | N/A | 13.04 | - |
| Returns for 10 years | N/A | 41.90 | - |
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