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RNPHX vs RPEBX
RNPHX vs RPEBX Comparison
Open Charts RNPHX vs RPEBX
American Funds New Perspective R5E
Price$62.77
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
RNPHX vs RPEBX Comparison Chart
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RNPHX vs. RPEBX commentary
May 09, 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 RNPHX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX (142B) and RPEBX (142B) have equal amount of cash in the bank . RNPHX pays higher dividends than RPEBX: RNPHX (0.74) vs RPEBX (0.14). RNPHX was incepted earlier than RPEBX: RNPHX (9 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than RNPHX (0.56). RNPHX (24.00) and RPEBX (24.00) have comparable annual turnover. RNPHX (250) and RPEBX (250) have matching initial minimum investment requirements. RNPHX annual gain was more profitable for investors over the last year : 5.85 vs. RPEBX (5.09). RNPHX return over 5 years is better than : 47.24 vs. RPEBX (43.41).
| RNPHX | RPEBX | RNPHX / RPEBX | |
| Total Expense Ratio | 0.56 | 1.21 | 46% |
| Annual Report Gross Expense Ratio | 0.56 | 1.21 | 46% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 2.165 | 1.921 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 142B | 100% |
| Annual Yield % from dividends | 0.74 | 0.14 | 543% |
| Returns for 1 year | 5.85 | 5.09 | 115% |
| Returns for 3 years | 28.77 | 26.87 | 107% |
| Returns for 5 years | 47.24 | 43.41 | 109% |
| Returns for 10 years | N/A | 58.18 | - |
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