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RPEBX vs WAGSX
RPEBX vs WAGSX Comparison
Open Charts RPEBX vs WAGSX
American Funds New Perspective R2E
Price$72.17
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets164.14B
Wasatch Global Select Investor
Price$12.58
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets12.51M
RPEBX vs WAGSX Comparison Chart in %
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RPEBX vs. WAGSX commentary
Oct 07, 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 WAGSX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. WAGSX (12.5M). RPEBX pays higher dividends than WAGSX: RPEBX (0.12) vs WAGSX (0.00). RPEBX was incepted earlier than WAGSX: RPEBX (11 years) vs WAGSX (6 years). WAGSX (2.57) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. WAGSX (21.00). RPEBX has a lower initial minimum investment than WAGSX: RPEBX (250) vs WAGSX (2000). RPEBX annual gain was more profitable for investors over the last year : 13.33 vs. WAGSX (0.97). RPEBX return over 5 years is better than : 35.11 vs. WAGSX (-3.84).
| RPEBX | WAGSX | RPEBX / WAGSX | |
| Total Expense Ratio | 1.21 | 1.36 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 2.57 | 47% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 19.546 | 3.645 | 536% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 12.5M | 1,312,000% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 13.33 | 0.97 | 1,376% |
| Returns for 3 years | 62.60 | 40.72 | 154% |
| Returns for 5 years | 35.11 | -3.84 | -914% |
| Returns for 10 years | 94.00 | N/A | - |
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