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QDVSX vs RNPCX
QDVSX vs RNPCX Comparison
Open Charts QDVSX vs RNPCX
FI Instl ESG Stck Fd for Ret Plns
Price$16.64
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets288.96K
American Funds New Perspective R3
Price$61.38
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets142.32B
QDVSX vs RNPCX Comparison Chart
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QDVSX vs. RNPCX commentary
May 11, 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 QDVSX is a StrongBuy and RNPCX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 142B vs. QDVSX (289K). QDVSX pays higher dividends than RNPCX: QDVSX (1.64) vs RNPCX (0.25). QDVSX was incepted earlier than RNPCX: QDVSX (5 years) vs RNPCX (23 years). RNPCX (1.06) is less costly to investors than QDVSX (0.00). RNPCX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than RNPCX: QDVSX (0) vs RNPCX (250). RNPCX annual gain was more profitable for investors over the last year : 4.90 vs. QDVSX (1.36). QDVSX return over 5 years is better than : 92.02 vs. RNPCX (44.42).
| QDVSX | RNPCX | QDVSX / RNPCX | |
| Total Expense Ratio | 0.00 | 1.06 | - |
| Annual Report Gross Expense Ratio | 0.00 | 1.06 | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.305 | 2.181 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289K | 142B | 0% |
| Annual Yield % from dividends | 1.64 | 0.25 | 651% |
| Returns for 1 year | 1.36 | 4.90 | 28% |
| Returns for 3 years | 49.51 | 26.48 | 187% |
| Returns for 5 years | 92.02 | 44.42 | 207% |
| Returns for 10 years | N/A | 61.60 | - |
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