Ad is loading...
LSAGX vs RPEBX
LSAGX vs RPEBX Comparison
Open Charts LSAGX vs RPEBX
Loomis Sayles Global Growth A
Price$20.87
Change+$0.18 (+0.87%)
VolumeN/A
Net Assets108.31M
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
LSAGX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSAGX vs. RPEBX commentary
Jan 19, 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 LSAGX is a Hold and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. LSAGX (108M). RPEBX pays higher dividends than LSAGX: RPEBX (0.46) vs LSAGX (0.00). LSAGX was incepted earlier than RPEBX: LSAGX (9 years) vs RPEBX (10 years). LSAGX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than LSAGX: RPEBX (250) vs LSAGX (2500). LSAGX annual gain was more profitable for investors over the last year : 25.12 vs. RPEBX (14.72). LSAGX return over 5 years is better than : 38.67 vs. RPEBX (29.02).
| LSAGX | RPEBX | LSAGX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 1.508 | 2.037 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 145B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 25.12 | 14.72 | 171% |
| Returns for 3 years | 22.69 | 1.17 | 1,942% |
| Returns for 5 years | 38.67 | 29.02 | 133% |
| Returns for 10 years | N/A | 71.73 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers