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BGAIX vs RPEBX
BGAIX vs RPEBX Comparison
Open Charts BGAIX vs RPEBX
Baron Global Opportunity Institutional
Price$46.18
Change+$0.20 (+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
BGAIX vs RPEBX Comparison Chart in %
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BGAIX 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 BGAIX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. BGAIX (638M). RPEBX pays higher dividends than BGAIX: RPEBX (0.11) vs BGAIX (0.00). BGAIX was incepted earlier than RPEBX: BGAIX (14 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 : 20.95 vs. RPEBX (11.10). RPEBX return over 5 years is better than : 24.39 vs. BGAIX (-3.01).
| BGAIX | RPEBX | BGAIX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 1.21 | 79% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 15.996 | 16.001 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| 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 | 20.95 | 11.10 | 189% |
| Returns for 3 years | 70.46 | 44.58 | 158% |
| Returns for 5 years | -3.01 | 24.39 | -12% |
| Returns for 10 years | 227.97 | 81.14 | 281% |
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