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RPEBX vs WGFIX
RPEBX vs WGFIX Comparison
Open Charts RPEBX vs WGFIX
American Funds New Perspective R2E
Price$63.82
Change-$2.03 (-3.08%)
VolumeN/A
CapitalizationN/A
William Blair Global Leaders I
Price$16.71
Change-$0.53 (-3.07%)
VolumeN/A
CapitalizationN/A
RPEBX vs WGFIX Comparison Chart
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RPEBX vs. WGFIX commentary
Dec 19, 2024
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 WGFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 149B vs. WGFIX (68M). RPEBX pays higher dividends than WGFIX: RPEBX (0.46) vs WGFIX (0.04). RPEBX was incepted earlier than WGFIX: RPEBX (10 years) vs WGFIX (17 years). WGFIX is a more actively managed with annual turnover of: 36.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than WGFIX: RPEBX (250) vs WGFIX (500000). RPEBX annual gain was more profitable for investors over the last year : 22.56 vs. WGFIX (13.57). RPEBX return over 5 years is better than : 38.90 vs. WGFIX (16.32).
| RPEBX | WGFIX | RPEBX / WGFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 20.981 | 12.094 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 68M | 219,118% |
| Annual Yield % from dividends | 0.46 | 0.04 | 1,238% |
| Returns for 1 year | 22.56 | 13.57 | 166% |
| Returns for 3 years | 6.18 | -7.01 | -88% |
| Returns for 5 years | 38.90 | 16.32 | 238% |
| Returns for 10 years | 71.21 | 47.93 | 149% |
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