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QDVSX vs RNPFX
QDVSX vs RNPFX Comparison
Open Charts QDVSX vs RNPFX
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 R5
Price$63.52
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
QDVSX vs RNPFX Comparison Chart
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QDVSX vs. RNPFX commentary
May 12, 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 RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 142B vs. QDVSX (289K). QDVSX pays higher dividends than RNPFX: QDVSX (1.64) vs RNPFX (0.82). QDVSX was incepted earlier than RNPFX: QDVSX (5 years) vs RNPFX (23 years). RNPFX (0.46) is less costly to investors than QDVSX (0.00). RNPFX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than RNPFX: QDVSX (0) vs RNPFX (250). RNPFX annual gain was more profitable for investors over the last year : 5.68 vs. QDVSX (1.36). QDVSX return over 5 years is better than : 92.02 vs. RNPFX (48.27).
| QDVSX | RNPFX | QDVSX / RNPFX | |
| Total Expense Ratio | 0.00 | 0.46 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.46 | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.305 | 2.386 | -55% |
| 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 | 0.82 | 199% |
| Returns for 1 year | 1.36 | 5.68 | 24% |
| Returns for 3 years | 49.51 | 28.41 | 174% |
| Returns for 5 years | 92.02 | 48.27 | 191% |
| Returns for 10 years | N/A | 66.66 | - |