BGAFX
Price
$44.23
Change
+$0.22 (+0.50%)
Updated
Jul 25 closing price
Net Assets
623.42M
RPEBX
Price
$69.03
Change
+$0.06 (+0.09%)
Updated
Jul 25 closing price
Net Assets
158.35B
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BGAFX vs RPEBX

Header iconBGAFX vs RPEBX Comparison
Open Charts BGAFX vs RPEBXBanner chart's image
Baron Global Advantage Retail
Price$44.23
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
BGAFX vs RPEBX Comparison Chart in %
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BGAFX vs. RPEBX commentary
Jul 28, 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 BGAFX is a Buy and RPEBX is a Buy.

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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. BGAFX (623M). RPEBX pays higher dividends than BGAFX: RPEBX (0.12) vs BGAFX (0.00). BGAFX was incepted earlier than RPEBX: BGAFX (13 years) vs RPEBX (11 years). BGAFX (1.22) and RPEBX (1.21) have similar cost to investors . RPEBX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). RPEBX has a lower initial minimum investment than BGAFX: RPEBX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 40.19 vs. RPEBX (16.37). RPEBX return over 5 years is better than : 39.67 vs. BGAFX (10.11).
BGAFXRPEBXBGAFX / RPEBX
Total Expense Ratio1.161.2196%
Annual Report Gross Expense Ratio1.221.21101%
Fund Existence13 years11 years-
Gain YTD14.26014.34599%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets623M158B0%
Annual Yield % from dividends0.000.12-
Returns for 1 year40.1916.37246%
Returns for 3 years57.9643.39134%
Returns for 5 years10.1139.6725%
Returns for 10 years196.2579.94246%
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