Interact to see
Advertisement
Advertisement
QDVSX vs RPEBX
QDVSX vs RPEBX Comparison
Open Charts QDVSX vs RPEBX
FI Instl ESG Stck Fd for Ret Plns
Price$19.80
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
American Funds New Perspective R2E
Price$71.28
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets162.63B
QDVSX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QDVSX vs. RPEBX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
QDVSX pays higher dividends than RPEBX: QDVSX (1.40) 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). QDVSX (14.63) and RPEBX (14.46) have marching annual gain over last year. QDVSX return over 5 years is better than : 90.09 vs. RPEBX (35.97).
| 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 | 17.438 | 18.072 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 163B | - |
| Annual Yield % from dividends | 1.40 | 0.12 | 1,163% |
| Returns for 1 year | 14.63 | 14.46 | 101% |
| Returns for 3 years | 86.03 | 50.27 | 171% |
| Returns for 5 years | 90.09 | 35.97 | 250% |
| Returns for 10 years | N/A | 95.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement