Interact to see
Advertisement
Advertisement
BGAFX vs RPEBX
BGAFX vs RPEBX Comparison
Open Charts BGAFX vs RPEBX
Baron Global Opportunity Retail
Price$44.89
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets638.47M
American Funds New Perspective R2E
Price$70.03
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
BGAFX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGAFX vs. RPEBX commentary
Nov 20, 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 BGAFX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. BGAFX (638M). RPEBX pays higher dividends than BGAFX: RPEBX (0.11) vs BGAFX (0.00). BGAFX was incepted earlier than RPEBX: BGAFX (14 years) vs RPEBX (11 years). BGAFX (1.22) and RPEBX (1.21) have similar cost to investors . RPEBX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). RPEBX has a lower initial minimum investment than BGAFX: RPEBX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 20.89 vs. RPEBX (11.10). RPEBX return over 5 years is better than : 24.39 vs. BGAFX (-4.06).
| BGAFX | RPEBX | BGAFX / RPEBX | |
| Total Expense Ratio | 1.16 | 1.21 | 96% |
| Annual Report Gross Expense Ratio | 1.22 | 1.21 | 101% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 15.960 | 16.001 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | 20.89 | 11.10 | 188% |
| Returns for 3 years | 69.52 | 44.58 | 156% |
| Returns for 5 years | -4.06 | 24.39 | -17% |
| Returns for 10 years | 220.63 | 81.14 | 272% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SOXX | 281.61 | 4.63 | +1.67% |
| iShares Semiconductor ETF | |||
| DVLU | 33.05 | 0.06 | +0.18% |
| First Trust Dorsey Wright Momt & Val ETF | |||
| LOUP | 75.12 | 0.12 | +0.17% |
| Innovator Deepwater Frontier Tech ETF | |||
| GEME | 32.11 | 0.02 | +0.07% |
| Pacific NoS Global EM Equity Active ETF | |||
| AOK | 40.03 | -0.02 | -0.05% |
| iShares Core 30/70 Cnsrv Allc ETF | |||