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RPEBX vs VBPIX
RPEBX vs VBPIX Comparison
Open Charts RPEBX vs VBPIX
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
Vanguard Baillie GiffordGlbPstvImpStkI
Price$19.70
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets215.44M
RPEBX vs VBPIX Comparison Chart
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RPEBX vs. VBPIX commentary
Jan 19, 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 StrongBuy and VBPIX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. VBPIX (215M). RPEBX pays higher dividends than VBPIX: RPEBX (0.46) vs VBPIX (0.25). RPEBX was incepted earlier than VBPIX: RPEBX (10 years) vs VBPIX (7 years). VBPIX is a more actively managed with annual turnover of: 26.00 vs. RPEBX (17.00). 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 : 14.72 vs. VBPIX (8.94). VBPIX return over 5 years is better than : 44.02 vs. RPEBX (29.02).
| RPEBX | VBPIX | RPEBX / VBPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.037 | 2.188 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 215M | 67,442% |
| Annual Yield % from dividends | 0.46 | 0.25 | 181% |
| Returns for 1 year | 14.72 | 8.94 | 165% |
| Returns for 3 years | 1.17 | -7.58 | -15% |
| Returns for 5 years | 29.02 | 44.02 | 66% |
| Returns for 10 years | 71.73 | N/A | - |
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