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RPEBX vs WGFIX
RPEBX vs WGFIX Comparison
Open Charts RPEBX vs WGFIX
American Funds New Perspective R2E
Price$62.60
Change-$0.90 (-1.42%)
VolumeN/A
CapitalizationN/A
William Blair Global Leaders I
Price$16.65
Change-$0.33 (-1.94%)
VolumeN/A
CapitalizationN/A
RPEBX vs WGFIX Comparison Chart
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RPEBX vs. WGFIX commentary
Nov 18, 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 StrongSell and WGFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. WGFIX (75.5M). 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 : 17.45 vs. WGFIX (8.73). RPEBX return over 5 years is better than : 37.01 vs. WGFIX (15.55).
| 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 | 15.010 | 8.257 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 75.5M | 188,079% |
| Annual Yield % from dividends | 0.46 | 0.04 | 1,238% |
| Returns for 1 year | 17.45 | 8.73 | 200% |
| Returns for 3 years | -11.11 | -20.71 | 54% |
| Returns for 5 years | 37.01 | 15.55 | 238% |
| Returns for 10 years | 62.26 | 42.60 | 146% |