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BGAKX vs RPEBX
BGAKX vs RPEBX Comparison
Open Charts BGAKX vs RPEBX
Baillie Gifford Global Alpha Equities K
Price$16.91
Change-$0.34 (-1.97%)
VolumeN/A
Net Assets815.57M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
BGAKX vs RPEBX Comparison Chart
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BGAKX vs. RPEBX commentary
Feb 23, 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 BGAKX is a Hold and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 148B vs. BGAKX (816M). BGAKX pays higher dividends than RPEBX: BGAKX (1.06) vs RPEBX (0.46). BGAKX was incepted earlier than RPEBX: BGAKX (8 years) vs RPEBX (10 years). BGAKX is a more actively managed with annual turnover of: 19.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than BGAKX: RPEBX (250) vs BGAKX (10000000). RPEBX annual gain was more profitable for investors over the last year : 9.79 vs. BGAKX (2.11). RPEBX return over 5 years is better than : 31.20 vs. BGAKX (3.48).
| BGAKX | RPEBX | BGAKX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 5.293 | 4.539 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 148B | 1% |
| Annual Yield % from dividends | 1.06 | 0.46 | 231% |
| Returns for 1 year | 2.11 | 9.79 | 22% |
| Returns for 3 years | 5.16 | 13.14 | 39% |
| Returns for 5 years | 3.48 | 31.20 | 11% |
| Returns for 10 years | N/A | 67.02 | - |
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