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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$18.73
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets325.29K
American Funds New Perspective R2E
Price$68.34
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets156.62B
QDVSX vs RPEBX Comparison Chart in %
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QDVSX vs. RPEBX commentary
Aug 08, 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 157B vs. QDVSX (325K). QDVSX pays higher dividends than RPEBX: QDVSX (1.44) vs RPEBX (0.12). 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). RPEBX annual gain was more profitable for investors over the last year : 17.97 vs. QDVSX (15.65). QDVSX return over 5 years is better than : 83.26 vs. RPEBX (34.41).
| 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 | 10.380 | 13.202 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325K | 157B | 0% |
| Annual Yield % from dividends | 1.44 | 0.12 | 1,177% |
| Returns for 1 year | 15.65 | 17.97 | 87% |
| Returns for 3 years | 57.12 | 34.81 | 164% |
| Returns for 5 years | 83.26 | 34.41 | 242% |
| Returns for 10 years | N/A | 77.45 | - |
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