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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$20.34
Change-$0.09 (-0.44%)
VolumeN/A
Net Assets354.69K
American Funds New Perspective R2E
Price$71.92
Change-$0.25 (-0.35%)
VolumeN/A
Net Assets164.33B
QDVSX vs RPEBX Comparison Chart in %
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QDVSX vs. RPEBX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. QDVSX (355K). QDVSX pays higher dividends than RPEBX: QDVSX (1.34) 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 annual gain was more profitable for investors over the last year : 15.06 vs. RPEBX (12.33). QDVSX return over 5 years is better than : 88.08 vs. RPEBX (32.21).
| 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 | 21.174 | 19.132 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355K | 164B | 0% |
| Annual Yield % from dividends | 1.34 | 0.12 | 1,146% |
| Returns for 1 year | 15.06 | 12.33 | 122% |
| Returns for 3 years | 104.78 | 63.36 | 165% |
| Returns for 5 years | 88.08 | 32.21 | 273% |
| Returns for 10 years | N/A | 92.71 | - |
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