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RNPFX vs RPEBX
RNPFX vs RPEBX Comparison
Open Charts RNPFX vs RPEBX
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
RNPFX vs RPEBX Comparison Chart
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RNPFX vs. RPEBX commentary
Apr 04, 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 RNPFX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX (139B) and RPEBX (139B) have equal amount of cash in the bank . RNPFX pays higher dividends than RPEBX: RNPFX (0.84) vs RPEBX (0.14). RNPFX was incepted earlier than RPEBX: RNPFX (23 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than RNPFX (0.46). RNPFX (24.00) and RPEBX (24.00) have comparable annual turnover. RNPFX (250) and RPEBX (250) have matching initial minimum investment requirements. RNPFX annual gain was more profitable for investors over the last year : 2.65 vs. RPEBX (1.77). RNPFX return over 5 years is better than : 70.60 vs. RPEBX (65.32).
| RNPFX | RPEBX | RNPFX / RPEBX | |
| Total Expense Ratio | 0.46 | 1.21 | 38% |
| Annual Report Gross Expense Ratio | 0.46 | 1.21 | 38% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -0.741 | -0.928 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 139B | 100% |
| Annual Yield % from dividends | 0.84 | 0.14 | 602% |
| Returns for 1 year | 2.65 | 1.77 | 150% |
| Returns for 3 years | 3.11 | 1.30 | 239% |
| Returns for 5 years | 70.60 | 65.32 | 108% |
| Returns for 10 years | 64.56 | 57.08 | 113% |
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