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BGAIX vs RPEBX
BGAIX vs RPEBX Comparison
Open Charts BGAIX vs RPEBX
Baron Global Advantage Institutional
Price$43.80
Change+$0.29 (+0.67%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R2E
Price$66.98
Change+$0.60 (+0.90%)
VolumeN/A
Net Assets152.59B
BGAIX vs RPEBX Comparison Chart in %
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BGAIX vs. RPEBX commentary
Jun 28, 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 BGAIX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 153B vs. BGAIX (589M). RPEBX pays higher dividends than BGAIX: RPEBX (0.13) vs BGAIX (0.00). BGAIX was incepted earlier than RPEBX: BGAIX (13 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than BGAIX (0.96). RPEBX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RPEBX has a lower initial minimum investment than BGAIX: RPEBX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 29.69 vs. RPEBX (10.30). RPEBX return over 5 years is better than : 46.77 vs. BGAIX (11.39).
| BGAIX | RPEBX | BGAIX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 1.21 | 79% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 9.294 | 10.949 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | 29.69 | 10.30 | 288% |
| Returns for 3 years | 46.94 | 38.73 | 121% |
| Returns for 5 years | 11.39 | 46.77 | 24% |
| Returns for 10 years | 191.41 | 76.84 | 249% |
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