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FUEPX vs RERGX
FUEPX vs RERGX Comparison
Open Charts FUEPX vs RERGX
American Funds EUPAC 529-F-2
Price$60.66
Change+$0.26 (+0.43%)
VolumeN/A
Net Assets133.65B
American Funds EUPAC R6
Price$60.76
Change+$0.26 (+0.43%)
VolumeN/A
Net Assets133.65B
FUEPX vs RERGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX (134B) and RERGX (134B) have equal amount of cash in the bank . RERGX pays higher dividends than FUEPX: RERGX (0.95) vs FUEPX (0.87). FUEPX was incepted earlier than RERGX: FUEPX (5 years) vs RERGX (16 years). FUEPX (0.59) is less costly to investors than RERGX (0.47). FUEPX (35.00) and RERGX (35.00) have comparable annual turnover. FUEPX (250) and RERGX (250) have matching initial minimum investment requirements. FUEPX annual gain was more profitable for investors over the last year : 4.41 vs. RERGX (3.79).
| FUEPX | RERGX | FUEPX / RERGX | |
| Total Expense Ratio | 0.59 | 0.47 | 126% |
| Annual Report Gross Expense Ratio | 0.59 | 0.47 | 126% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 13.024 | 12.621 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 134B | 100% |
| Annual Yield % from dividends | 0.87 | 0.95 | 92% |
| Returns for 1 year | 4.41 | 3.79 | 116% |
| Returns for 3 years | 31.56 | 29.62 | 107% |
| Returns for 5 years | N/A | 15.13 | - |
| Returns for 10 years | N/A | 27.15 | - |