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BGAFX vs RPEBX
BGAFX vs RPEBX Comparison
Open Charts BGAFX vs RPEBX
Baron Global Opportunity Retail
Price$45.73
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets653.28M
American Funds New Perspective R2E
Price$71.83
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets163.52B
BGAFX vs RPEBX Comparison Chart in %
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BGAFX vs. RPEBX commentary
Dec 04, 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 Hold and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. BGAFX (653M). RPEBX pays higher dividends than BGAFX: RPEBX (0.12) vs BGAFX (0.00). BGAFX was incepted earlier than RPEBX: BGAFX (14 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 : 15.38 vs. RPEBX (10.93). RPEBX return over 5 years is better than : 22.10 vs. BGAFX (-7.48).
| BGAFX | RPEBX | BGAFX / RPEBX | |
| Total Expense Ratio | 1.16 | 1.21 | 96% |
| Annual Report Gross Expense Ratio | 1.22 | 1.21 | 101% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 16.184 | 18.652 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 164B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 15.38 | 10.93 | 141% |
| Returns for 3 years | 64.92 | 42.44 | 153% |
| Returns for 5 years | -7.48 | 22.10 | -34% |
| Returns for 10 years | 219.42 | 85.32 | 257% |
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