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RPEBX vs SGAAX
RPEBX vs SGAAX Comparison
Open Charts RPEBX vs SGAAX
American Funds New Perspective R2E
Price$68.34
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets155.4B
Virtus SGA Global Growth A
Price$23.50
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets232.42M
RPEBX vs SGAAX Comparison Chart in %
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RPEBX vs. SGAAX commentary
Aug 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 RPEBX is a Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 155B vs. SGAAX (232M). RPEBX pays higher dividends than SGAAX: RPEBX (0.12) vs SGAAX (0.00). RPEBX was incepted earlier than SGAAX: RPEBX (11 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than RPEBX (1.21). SGAAX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than SGAAX: RPEBX (250) vs SGAAX (2500). RPEBX annual gain was more profitable for investors over the last year : 17.97 vs. SGAAX (-12.40). RPEBX return over 5 years is better than : 34.41 vs. SGAAX (-9.53).
| RPEBX | SGAAX | RPEBX / SGAAX | |
| Total Expense Ratio | 1.21 | 1.25 | 97% |
| Annual Report Gross Expense Ratio | 1.21 | 1.44 | 84% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 13.202 | 3.622 | 365% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 232M | 66,810% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 17.97 | -12.40 | -145% |
| Returns for 3 years | 34.81 | 0.47 | 7,389% |
| Returns for 5 years | 34.41 | -9.53 | -361% |
| Returns for 10 years | 77.45 | 60.20 | 129% |
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