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IWIRX vs RPEBX
IWIRX vs RPEBX Comparison
Open Charts IWIRX vs RPEBX
Guinness Atkinson™ Global Inntrs I
Price$59.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$59.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IWIRX vs RPEBX Comparison Chart
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IWIRX vs. RPEBX commentary
Sep 16, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IWIRX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. IWIRX (213M). RPEBX pays higher dividends than IWIRX: RPEBX (0.46) vs IWIRX (0.00). IWIRX was incepted earlier than RPEBX: IWIRX (26 years) vs RPEBX (10 years). RPEBX is a more actively managed with annual turnover of: 17.00 vs. IWIRX (8.77). RPEBX has a lower initial minimum investment than IWIRX: RPEBX (250) vs IWIRX (5000). IWIRX annual gain was more profitable for investors over the last year : 22.97 vs. RPEBX (16.17). RPEBX (40.91) and IWIRX (40.37) have equivalent 5 years return.
| IWIRX | RPEBX | IWIRX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 17.722 | 14.312 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 22.97 | 16.17 | 142% |
| Returns for 3 years | -14.30 | -8.06 | 177% |
| Returns for 5 years | 40.37 | 40.91 | 99% |
| Returns for 10 years | 82.89 | 62.23 | 133% |