Ad is loading...
RPEBX vs SGAAX
RPEBX vs SGAAX Comparison
Open Charts RPEBX vs SGAAX
American Funds New Perspective R2E
Price$63.96
Change+$0.25 (+0.39%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$29.15
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RPEBX vs SGAAX Comparison Chart
Loading...
RPEBX vs. SGAAX commentary
Oct 18, 2024
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 RPEBX is a StrongBuy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. SGAAX (340M). RPEBX pays higher dividends than SGAAX: RPEBX (0.46) vs SGAAX (0.00). RPEBX was incepted earlier than SGAAX: RPEBX (10 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than SGAAX: RPEBX (250) vs SGAAX (2500). RPEBX (22.81) and SGAAX (22.42) have marching annual gain over last year. RPEBX return over 5 years is better than : 45.30 vs. SGAAX (37.87).
| RPEBX | SGAAX | RPEBX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 17.049 | 11.553 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 340M | 42,647% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 22.81 | 22.42 | 102% |
| Returns for 3 years | -5.18 | -7.07 | 73% |
| Returns for 5 years | 45.30 | 37.87 | 120% |
| Returns for 10 years | 78.12 | 124.40 | 63% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTHAX | 49.62 | 0.45 | +0.92% |
| FullerThaler Behavioral Sm-Cp Eq A | |||
| WSMDX | 31.54 | 0.17 | +0.54% |
| William Blair Small-Mid Cap Growth I | |||
| WIFMX | 3.79 | 0.02 | +0.53% |
| Wasatch Frontier Emerg Sm Countrs Instl | |||
| NEEIX | 70.81 | 0.25 | +0.35% |
| Needham Growth Institutional | |||
| BGDVX | 14.69 | 0.02 | +0.14% |
| BlackRock GA Disciplined Volatility Eq K | |||