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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$27.26
Change+$0.34 (+1.26%)
VolumeN/A
Net Assets365.88M
American Funds New Perspective R2E
Price$65.62
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets150.13B
PGIIX vs RPEBX Comparison Chart
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PGIIX vs. RPEBX commentary
Jun 07, 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 Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 150B vs. PGIIX (366M). RPEBX pays higher dividends than PGIIX: RPEBX (0.13) vs PGIIX (0.00). PGIIX was incepted earlier than RPEBX: PGIIX (10 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 : 8.68 vs. PGIIX (5.78). RPEBX return over 5 years is better than : 40.81 vs. PGIIX (33.27).
| PGIIX | RPEBX | PGIIX / RPEBX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 1.470 | 8.696 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 150B | 0% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | 5.78 | 8.68 | 67% |
| Returns for 3 years | 25.74 | 27.35 | 94% |
| Returns for 5 years | 33.27 | 40.81 | 82% |
| Returns for 10 years | 159.57 | 71.81 | 222% |
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