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RPEBX vs SGARX
RPEBX vs SGARX Comparison
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RPEBX vs SGARX Comparison Chart in %
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RPEBX vs. SGARX commentary
Jul 25, 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 Hold and SGARX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 170B vs. SGARX (136M). RPEBX pays higher dividends than SGARX: RPEBX (0.53) 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). RPEBX has a lower initial minimum investment than SGARX: RPEBX (250) vs SGARX (2500000). RPEBX annual gain was more profitable for investors over the last year : 3.08 vs. SGARX (-20.38). RPEBX return over 5 years is better than : 8.05 vs. SGARX (-36.57).
| 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 | 3.489 | -6.912 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 136M | 125,000% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.08 | -20.38 | -15% |
| Returns for 3 years | 30.88 | -19.39 | -159% |
| Returns for 5 years | 8.05 | -36.57 | -22% |
| Returns for 10 years | 97.96 | 29.48 | 332% |
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