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QDVSX vs RNPEX
QDVSX vs RNPEX Comparison
Open Charts QDVSX vs RNPEX
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 R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
QDVSX vs RNPEX Comparison Chart
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QDVSX vs. RNPEX 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. QDVSX (289K). QDVSX pays higher dividends than RNPEX: QDVSX (1.64) vs RNPEX (0.55). QDVSX was incepted earlier than RNPEX: QDVSX (5 years) vs RNPEX (23 years). RNPEX (0.76) is less costly to investors than QDVSX (0.00). RNPEX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than RNPEX: QDVSX (0) vs RNPEX (250). RNPEX annual gain was more profitable for investors over the last year : 5.27 vs. QDVSX (1.36). QDVSX return over 5 years is better than : 92.02 vs. RNPEX (46.39).
| QDVSX | RNPEX | QDVSX / RNPEX | |
| Total Expense Ratio | 0.00 | 0.76 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.76 | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.305 | 2.282 | -57% |
| 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 | 0.55 | 301% |
| Returns for 1 year | 1.36 | 5.27 | 26% |
| Returns for 3 years | 49.51 | 27.41 | 181% |
| Returns for 5 years | 92.02 | 46.39 | 198% |
| Returns for 10 years | N/A | 64.04 | - |