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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$27.64
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets346.49M
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets158.47B
PGIIX vs RPEBX Comparison Chart in %
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PGIIX vs. RPEBX commentary
Sep 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: 158B vs. PGIIX (346M). 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). 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 : 13.96 vs. PGIIX (5.30). RPEBX return over 5 years is better than : 31.75 vs. PGIIX (24.50).
| 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 | 4.184 | 14.842 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 5.30 | 13.96 | 38% |
| Returns for 3 years | 41.02 | 46.31 | 89% |
| Returns for 5 years | 24.50 | 31.75 | 77% |
| Returns for 10 years | 172.55 | 90.28 | 191% |
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