Ad is loading...
MUNDX vs RNPFX
MUNDX vs RNPFX Comparison
Open Charts MUNDX vs RNPFX
American Funds New Perspective R5
Price$61.58
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
MUNDX vs RNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUNDX vs. RNPFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 137B vs. MUNDX (24.4M). RNPFX pays higher dividends than MUNDX: RNPFX (0.84) vs MUNDX (0.00). MUNDX was incepted earlier than RNPFX: MUNDX (21 years) vs RNPFX (23 years). MUNDX (1.51) 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 : 3.17 vs. MUNDX (-7.96). RNPFX return over 5 years is better than : 70.60 vs. MUNDX (47.77).
| MUNDX | RNPFX | MUNDX / RNPFX | |
| Total Expense Ratio | 1.51 | 0.46 | 328% |
| Annual Report Gross Expense Ratio | 1.51 | 0.46 | 328% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -4.293 | -0.741 | 579% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 137B | 0% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | -7.96 | 3.17 | -252% |
| Returns for 3 years | -5.52 | 4.49 | -123% |
| Returns for 5 years | 47.77 | 70.60 | 68% |
| Returns for 10 years | 62.72 | 65.81 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...