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BGAFX vs RPEBX
BGAFX vs RPEBX Comparison
Open Charts BGAFX vs RPEBX
Baron Global Advantage Retail
Price$43.13
Change+$0.63 (+1.48%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
BGAFX vs RPEBX Comparison Chart in %
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BGAFX vs. RPEBX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. BGAFX (589M). 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 : 28.90 vs. RPEBX (10.62). RPEBX return over 5 years is better than : 42.79 vs. BGAFX (8.59).
| BGAFX | RPEBX | BGAFX / RPEBX | |
| Total Expense Ratio | 1.16 | 1.21 | 96% |
| Annual Report Gross Expense Ratio | 1.22 | 1.21 | 101% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 11.418 | 12.688 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 28.90 | 10.62 | 272% |
| Returns for 3 years | 56.49 | 44.60 | 127% |
| Returns for 5 years | 8.59 | 42.79 | 20% |
| Returns for 10 years | 191.22 | 80.13 | 239% |
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