Interact to see
Advertisement
Advertisement
PGIRX vs RPEBX
PGIRX vs RPEBX Comparison
Open Charts PGIRX vs RPEBX
Polen Global Growth Investor
Price$27.45
Change-$0.15 (-0.54%)
VolumeN/A
Net Assets329.66M
American Funds New Perspective R2E
Price$71.76
Change-$0.41 (-0.57%)
VolumeN/A
Net Assets164.4B
PGIRX vs RPEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGIRX vs. RPEBX commentary
Oct 08, 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 StrongBuy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. PGIRX (330M). 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 : 13.25 vs. PGIRX (7.43). RPEBX return over 5 years is better than : 33.50 vs. PGIRX (24.94).
| 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 | 6.770 | 18.867 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 164B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 7.43 | 13.25 | 56% |
| Returns for 3 years | 55.58 | 61.68 | 90% |
| Returns for 5 years | 24.94 | 33.50 | 74% |
| Returns for 10 years | 163.93 | 92.90 | 176% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement