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BGAKX vs RPEBX
BGAKX vs RPEBX Comparison
Open Charts BGAKX vs RPEBX
Baillie Gifford Global Alpha Equities K
Price$18.54
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective R2E
Price$69.28
Change-$0.40 (-0.57%)
VolumeN/A
Net Assets159.47B
BGAKX vs RPEBX Comparison Chart in %
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BGAKX vs. RPEBX commentary
Aug 26, 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 Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. BGAKX (715M). BGAKX pays higher dividends than RPEBX: BGAKX (1.31) vs RPEBX (0.12). BGAKX was incepted earlier than RPEBX: BGAKX (8 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than BGAKX (0.65). BGAKX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). 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 : 10.84 vs. BGAKX (5.49). RPEBX return over 5 years is better than : 28.48 vs. BGAKX (-0.85).
| BGAKX | RPEBX | BGAKX / RPEBX | |
| Total Expense Ratio | 0.65 | 1.21 | 54% |
| Annual Report Gross Expense Ratio | 0.65 | 1.21 | 54% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 15.442 | 14.759 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 159B | 0% |
| Annual Yield % from dividends | 1.31 | 0.12 | 1,073% |
| Returns for 1 year | 5.49 | 10.84 | 51% |
| Returns for 3 years | 32.29 | 40.49 | 80% |
| Returns for 5 years | -0.85 | 28.48 | -3% |
| Returns for 10 years | N/A | 88.19 | - |