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RPEBX vs VBPIX
RPEBX vs VBPIX Comparison
Open Charts RPEBX vs VBPIX
American Funds New Perspective R2E
Price$59.81
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets137.47B
Vanguard Baillie GiffordGlbPstvImpStkI
Price$18.71
Change+$0.21 (+1.14%)
VolumeN/A
Net Assets209.71M
RPEBX vs VBPIX Comparison Chart
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RPEBX vs. VBPIX commentary
Apr 03, 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 Buy and VBPIX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 137B vs. VBPIX (210M). VBPIX pays higher dividends than RPEBX: VBPIX (0.23) vs RPEBX (0.14). RPEBX was incepted earlier than VBPIX: RPEBX (11 years) vs VBPIX (7 years). RPEBX (1.21) is less costly to investors than VBPIX (0.59). VBPIX is a more actively managed with annual turnover of: 26.00 vs. RPEBX (24.00). VBPIX has a lower initial minimum investment than RPEBX: VBPIX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 2.29 vs. VBPIX (-1.28). RPEBX return over 5 years is better than : 65.32 vs. VBPIX (59.38).
| RPEBX | VBPIX | RPEBX / VBPIX | |
| Total Expense Ratio | 1.21 | 0.59 | 205% |
| Annual Report Gross Expense Ratio | 1.21 | 0.59 | 205% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | -0.928 | -3.646 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 210M | 65,238% |
| Annual Yield % from dividends | 0.14 | 0.23 | 61% |
| Returns for 1 year | 2.29 | -1.28 | -179% |
| Returns for 3 years | 2.65 | -12.28 | -22% |
| Returns for 5 years | 65.32 | 59.38 | 110% |
| Returns for 10 years | 58.28 | N/A | - |
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