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LSAGX vs RPEBX
LSAGX vs RPEBX Comparison
Open Charts LSAGX vs RPEBX
Loomis Sayles Global Growth A
Price$23.49
Change+$0.40 (+1.73%)
VolumeN/A
Net Assets133.67M
American Funds New Perspective R2E
Price$68.34
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets156.62B
LSAGX vs RPEBX Comparison Chart in %
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LSAGX vs. RPEBX commentary
Aug 08, 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 Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 157B vs. LSAGX (134M). RPEBX pays higher dividends than LSAGX: RPEBX (0.12) vs LSAGX (0.00). LSAGX was incepted earlier than RPEBX: LSAGX (9 years) vs RPEBX (11 years). LSAGX (1.38) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. LSAGX (6.00). 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 : 34.54 vs. RPEBX (17.97). LSAGX return over 5 years is better than : 39.49 vs. RPEBX (34.41).
| LSAGX | RPEBX | LSAGX / RPEBX | |
| Total Expense Ratio | 1.20 | 1.21 | 99% |
| Annual Report Gross Expense Ratio | 1.38 | 1.21 | 114% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 14.251 | 13.202 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 157B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 34.54 | 17.97 | 192% |
| Returns for 3 years | 58.72 | 34.81 | 169% |
| Returns for 5 years | 39.49 | 34.41 | 115% |
| Returns for 10 years | N/A | 77.45 | - |
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