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LSAGX vs RPEBX
LSAGX vs RPEBX Comparison
Open Charts LSAGX vs RPEBX
Loomis Sayles Global Growth A
Price$20.08
Change-$0.34 (-1.67%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.60
Change-$0.90 (-1.42%)
VolumeN/A
CapitalizationN/A
LSAGX vs RPEBX Comparison Chart
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LSAGX vs. RPEBX commentary
Nov 18, 2024
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 Buy and RPEBX is a StrongSell.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. LSAGX (104M). 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 : 28.14 vs. RPEBX (17.45). LSAGX (38.10) and RPEBX (37.01) have equivalent 5 years return.
| 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 | 19.382 | 15.010 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 28.14 | 17.45 | 161% |
| Returns for 3 years | -2.14 | -11.11 | 19% |
| Returns for 5 years | 38.10 | 37.01 | 103% |
| Returns for 10 years | N/A | 62.26 | - |