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PGIRX vs RPEBX
PGIRX vs RPEBX Comparison
Open Charts PGIRX vs RPEBX
Polen Global Growth Investor
Price$26.88
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets344.21M
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets157.52B
PGIRX vs RPEBX Comparison Chart in %
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PGIRX vs. RPEBX commentary
Sep 05, 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 PGIRX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. PGIRX (344M). RPEBX pays higher dividends than PGIRX: RPEBX (0.12) vs PGIRX (0.00). PGIRX was incepted earlier than RPEBX: PGIRX (10 years) vs RPEBX (11 years). PGIRX (1.23) and RPEBX (1.21) have similar cost to investors . PGIRX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than PGIRX: RPEBX (250) vs PGIRX (3000). RPEBX annual gain was more profitable for investors over the last year : 13.57 vs. PGIRX (3.85). RPEBX return over 5 years is better than : 31.75 vs. PGIRX (21.96).
| PGIRX | RPEBX | PGIRX / RPEBX | |
| Total Expense Ratio | 1.23 | 1.21 | 102% |
| Annual Report Gross Expense Ratio | 1.23 | 1.21 | 102% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 3.327 | 14.842 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 3.85 | 13.57 | 28% |
| Returns for 3 years | 38.83 | 45.82 | 85% |
| Returns for 5 years | 21.96 | 31.75 | 69% |
| Returns for 10 years | 169.06 | 94.74 | 178% |
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