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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$24.80
Change+$0.49 (+2.02%)
VolumeN/A
Net Assets336.3M
American Funds New Perspective R2E
Price$59.30
Change+$1.13 (+1.94%)
VolumeN/A
Net Assets134.95B
PGIIX vs RPEBX Comparison Chart
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PGIIX vs. RPEBX commentary
Apr 25, 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: 135B vs. PGIIX (336M). RPEBX pays higher dividends than PGIIX: RPEBX (0.14) 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 : 3.67 vs. PGIIX (-4.29). RPEBX return over 5 years is better than : 44.47 vs. PGIIX (34.83).
| 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 | -8.368 | -1.772 | 472% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | -4.29 | 3.67 | -117% |
| Returns for 3 years | 10.70 | 10.26 | 104% |
| Returns for 5 years | 34.83 | 44.47 | 78% |
| Returns for 10 years | 130.85 | 51.44 | 254% |
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