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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$26.61
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets294.03M
American Funds New Perspective R2E
Price$70.03
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
PGIIX vs RPEBX Comparison Chart in %
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PGIIX vs. RPEBX commentary
Nov 20, 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 PGIIX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. PGIIX (294M). RPEBX pays higher dividends than PGIIX: RPEBX (0.11) vs PGIIX (0.00). PGIIX was incepted earlier than RPEBX: PGIIX (11 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than PGIIX (1.01). PGIIX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than PGIIX: RPEBX (250) vs PGIIX (100000). RPEBX annual gain was more profitable for investors over the last year : 11.10 vs. PGIIX (-3.39). RPEBX return over 5 years is better than : 24.39 vs. PGIIX (16.12).
| PGIIX | RPEBX | PGIIX / RPEBX | |
| Total Expense Ratio | 1.01 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.01 | 1.21 | 83% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -0.075 | 16.001 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | -3.39 | 11.10 | -31% |
| Returns for 3 years | 36.09 | 44.58 | 81% |
| Returns for 5 years | 16.12 | 24.39 | 66% |
| Returns for 10 years | 140.55 | 81.14 | 173% |
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