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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$26.93
Change-$0.34 (-1.25%)
VolumeN/A
Net Assets362.43M
American Funds New Perspective R2E
Price$67.78
Change-$0.41 (-0.60%)
VolumeN/A
Net Assets156.59B
PGIIX vs RPEBX Comparison Chart in %
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PGIIX vs. RPEBX commentary
Jul 12, 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 StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 157B vs. PGIIX (362M). RPEBX pays higher dividends than PGIIX: RPEBX (0.12) 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 (0.98). RPEBX is a more actively managed with annual turnover of: 24.00 vs. PGIIX (21.00). 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 : 9.03 vs. PGIIX (4.48). RPEBX return over 5 years is better than : 37.70 vs. PGIIX (28.81).
| PGIIX | RPEBX | PGIIX / RPEBX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.789 | 12.274 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 157B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 4.48 | 9.03 | 50% |
| Returns for 3 years | 39.70 | 45.33 | 88% |
| Returns for 5 years | 28.81 | 37.70 | 76% |
| Returns for 10 years | 158.46 | 74.78 | 212% |
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