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RPEBX vs WGFIX
RPEBX vs WGFIX Comparison
Open Charts RPEBX vs WGFIX
American Funds New Perspective R2E
Price$59.87
Change-$1.05 (-1.72%)
VolumeN/A
CapitalizationN/A
William Blair Global Leaders I
Price$15.94
Change-$0.24 (-1.48%)
VolumeN/A
CapitalizationN/A
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RPEBX vs WGFIX Comparison Chart
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RPEBX vs. WGFIX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 137B vs. WGFIX (80.2M). 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 : 14.23 vs. WGFIX (5.93). RPEBX return over 5 years is better than : 38.46 vs. WGFIX (17.65).
| 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 | 11.924 | 5.202 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 80.2M | 170,823% |
| Annual Yield % from dividends | 0.46 | 0.04 | 1,238% |
| Returns for 1 year | 14.23 | 5.93 | 240% |
| Returns for 3 years | -10.95 | -22.65 | 48% |
| Returns for 5 years | 38.46 | 17.65 | 218% |
| Returns for 10 years | 58.48 | 39.62 | 148% |