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RPEBX vs SGAPX
RPEBX vs SGAPX Comparison
Open Charts RPEBX vs SGAPX
American Funds New Perspective R2E
Price$62.99
Change-$0.38 (-0.60%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth I
Price$29.51
Change-$0.11 (-0.37%)
VolumeN/A
CapitalizationN/A
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RPEBX vs SGAPX Comparison Chart
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RPEBX vs. SGAPX commentary
Sep 21, 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 SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. SGAPX (342M). RPEBX pays higher dividends than SGAPX: RPEBX (0.46) vs SGAPX (0.00). RPEBX was incepted earlier than SGAPX: RPEBX (10 years) vs SGAPX (11 years). SGAPX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than SGAPX: RPEBX (250) vs SGAPX (100000). SGAPX (22.25) and RPEBX (22.17) have marching annual gain over last year. RPEBX return over 5 years is better than : 43.36 vs. SGAPX (39.09).
| RPEBX | SGAPX | RPEBX / SGAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 15.727 | 11.358 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 342M | 42,398% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 22.17 | 22.25 | 100% |
| Returns for 3 years | -5.24 | -7.49 | 70% |
| Returns for 5 years | 43.36 | 39.09 | 111% |
| Returns for 10 years | 66.03 | 115.16 | 57% |
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