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QDVSX vs RPEBX
QDVSX vs RPEBX Comparison
Open Charts QDVSX vs RPEBX
FI Instl ESG Stck Fd for Ret Plns
Price$20.21
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets350K
American Funds New Perspective R2E
Price$70.03
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
QDVSX vs RPEBX Comparison Chart in %
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QDVSX vs. RPEBX commentary
Nov 20, 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 Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. QDVSX (350K). QDVSX pays higher dividends than RPEBX: QDVSX (1.31) vs RPEBX (0.11). QDVSX was incepted earlier than RPEBX: QDVSX (6 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than QDVSX (0.00). RPEBX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than RPEBX: QDVSX (0) vs RPEBX (250). QDVSX annual gain was more profitable for investors over the last year : 14.24 vs. RPEBX (11.10). QDVSX return over 5 years is better than : 80.94 vs. RPEBX (24.39).
| QDVSX | RPEBX | QDVSX / RPEBX | |
| Total Expense Ratio | 0.00 | 1.21 | - |
| Annual Report Gross Expense Ratio | 0.00 | 1.21 | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 19.573 | 16.001 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350K | 159B | 0% |
| Annual Yield % from dividends | 1.31 | 0.11 | 1,143% |
| Returns for 1 year | 14.24 | 11.10 | 128% |
| Returns for 3 years | 78.99 | 44.58 | 177% |
| Returns for 5 years | 80.94 | 24.39 | 332% |
| Returns for 10 years | N/A | 81.14 | - |
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