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GLVAX vs RPEBX
GLVAX vs RPEBX Comparison
Open Charts GLVAX vs RPEBX
Invesco Global Focus A
Price$77.82
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets546.22M
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
GLVAX vs RPEBX Comparison Chart
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GLVAX vs. RPEBX commentary
May 09, 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 GLVAX is a StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. GLVAX (546M). RPEBX pays higher dividends than GLVAX: RPEBX (0.14) vs GLVAX (0.00). GLVAX was incepted earlier than RPEBX: GLVAX (18 years) vs RPEBX (11 years). GLVAX (1.23) and RPEBX (1.21) have similar cost to investors . RPEBX is a more actively managed with annual turnover of: 24.00 vs. GLVAX (13.00). RPEBX has a lower initial minimum investment than GLVAX: RPEBX (250) vs GLVAX (1000). RPEBX annual gain was more profitable for investors over the last year : 5.09 vs. GLVAX (4.32). RPEBX return over 5 years is better than : 43.41 vs. GLVAX (36.04).
| GLVAX | RPEBX | GLVAX / RPEBX | |
| Total Expense Ratio | 1.23 | 1.21 | 102% |
| Annual Report Gross Expense Ratio | 1.23 | 1.21 | 102% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | -0.525 | 1.921 | -27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | 4.32 | 5.09 | 85% |
| Returns for 3 years | 55.97 | 26.87 | 208% |
| Returns for 5 years | 36.04 | 43.41 | 83% |
| Returns for 10 years | 80.05 | 58.18 | 138% |
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