Interact to see
Advertisement
Advertisement
MUNDX vs RNPFX
MUNDX vs RNPFX Comparison
Open Charts MUNDX vs RNPFX
American Funds New Perspective R5
Price$65.98
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
MUNDX vs RNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUNDX vs. RNPFX commentary
May 23, 2025
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 MUNDX is a Buy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 148B vs. MUNDX (24.6M). RNPFX pays higher dividends than MUNDX: RNPFX (0.82) vs MUNDX (0.00). MUNDX was incepted earlier than RNPFX: MUNDX (21 years) vs RNPFX (23 years). MUNDX (1.52) is less costly to investors than RNPFX (0.46). RNPFX is a more actively managed with annual turnover of: 24.00 vs. MUNDX (15.08). RNPFX has a lower initial minimum investment than MUNDX: RNPFX (250) vs MUNDX (10000). RNPFX annual gain was more profitable for investors over the last year : 7.83 vs. MUNDX (-9.60). RNPFX return over 5 years is better than : 51.94 vs. MUNDX (26.74).
| MUNDX | RNPFX | MUNDX / RNPFX | |
| Total Expense Ratio | 1.50 | 0.46 | 326% |
| Annual Report Gross Expense Ratio | 1.52 | 0.46 | 330% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -3.603 | 6.351 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -9.60 | 7.83 | -123% |
| Returns for 3 years | 8.59 | 31.51 | 27% |
| Returns for 5 years | 26.74 | 51.94 | 51% |
| Returns for 10 years | 58.91 | 71.32 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement