Interact to see
Advertisement
Advertisement
BGASX vs RPEBX
BGASX vs RPEBX Comparison
Open Charts BGASX vs RPEBX
Baillie Gifford Global Alpha Equities I
Price$18.49
Change+$0.27 (+1.48%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective R2E
Price$69.33
Change+$0.81 (+1.18%)
VolumeN/A
Net Assets156.95B
BGASX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGASX vs. RPEBX commentary
Aug 13, 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 Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 157B vs. BGASX (715M). BGASX pays higher dividends than RPEBX: BGASX (1.07) vs RPEBX (0.12). 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). BGASX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (24.00). 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 : 16.88 vs. BGASX (11.36). RPEBX return over 5 years is better than : 34.60 vs. BGASX (2.68).
| 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 | 14.916 | 14.842 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 157B | 0% |
| Annual Yield % from dividends | 1.07 | 0.12 | 874% |
| Returns for 1 year | 11.36 | 16.88 | 67% |
| Returns for 3 years | 23.05 | 32.73 | 70% |
| Returns for 5 years | 2.68 | 34.60 | 8% |
| Returns for 10 years | N/A | 80.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement