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BGASX vs RPEBX
BGASX vs RPEBX Comparison
Open Charts BGASX vs RPEBX
Baillie Gifford Global Alpha Equities I
Price$15.63
Change-$0.47 (-2.92%)
VolumeN/A
Net Assets759.25M
American Funds New Perspective R2E
Price$59.56
Change-$1.91 (-3.11%)
VolumeN/A
Net Assets143.42B
BGASX vs RPEBX Comparison Chart
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BGASX vs. RPEBX commentary
Mar 11, 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 BGASX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 143B vs. BGASX (759M). BGASX pays higher dividends than RPEBX: BGASX (1.16) vs RPEBX (0.13). BGASX was incepted earlier than RPEBX: BGASX (8 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than BGASX (0.75). RPEBX is a more actively managed with annual turnover of: 24.00 vs. BGASX (19.00). BGASX has a lower initial minimum investment than RPEBX: BGASX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 2.42 vs. BGASX (-4.63). RPEBX return over 5 years is better than : 50.35 vs. BGASX (18.73).
| BGASX | RPEBX | BGASX / RPEBX | |
| Total Expense Ratio | 0.75 | 1.21 | 62% |
| Annual Report Gross Expense Ratio | 0.75 | 1.21 | 62% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 0.062 | -1.342 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 143B | 1% |
| Annual Yield % from dividends | 1.16 | 0.13 | 874% |
| Returns for 1 year | -4.63 | 2.42 | -191% |
| Returns for 3 years | 9.42 | 12.93 | 73% |
| Returns for 5 years | 18.73 | 50.35 | 37% |
| Returns for 10 years | N/A | 60.75 | - |
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