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RPEBX vs SGARX
RPEBX vs SGARX Comparison
Open Charts RPEBX vs SGARX
RPEBX vs SGARX Comparison Chart in %
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RPEBX vs. SGARX commentary
Aug 24, 2026
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 SGARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 166B vs. SGARX (133M). RPEBX pays higher dividends than SGARX: RPEBX (0.54) vs SGARX (0.00). RPEBX was incepted earlier than SGARX: RPEBX (12 years) vs SGARX (16 years). RPEBX (1.20) is less costly to investors than SGARX (1.03). SGARX is a more actively managed with annual turnover of: 37.00 vs. RPEBX (23.00). SGARX has a lower initial minimum investment than RPEBX: SGARX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 8.18 vs. SGARX (-13.42). RPEBX return over 5 years is better than : 13.08 vs. SGARX (-34.32).
| RPEBX | SGARX | RPEBX / SGARX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.20 | 1.03 | 117% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 7.796 | -2.154 | -362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166B | 133M | 124,812% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 8.18 | -13.42 | -61% |
| Returns for 3 years | 41.59 | -13.83 | -301% |
| Returns for 5 years | 13.08 | -34.32 | -38% |
| Returns for 10 years | 101.85 | 33.03 | 308% |
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