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BGAIX vs RPEBX
BGAIX vs RPEBX Comparison
Open Charts BGAIX vs RPEBX
Baron Global Advantage Institutional
Price$42.02
Change-$0.60 (-1.41%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
BGAIX vs RPEBX Comparison Chart
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BGAIX vs. RPEBX commentary
Jun 16, 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 BGAIX is a Hold and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. BGAIX (589M). RPEBX pays higher dividends than BGAIX: RPEBX (0.13) vs BGAIX (0.00). BGAIX was incepted earlier than RPEBX: BGAIX (13 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than BGAIX (0.96). RPEBX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RPEBX has a lower initial minimum investment than BGAIX: RPEBX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 29.97 vs. RPEBX (8.29). RPEBX return over 5 years is better than : 45.01 vs. BGAIX (14.15).
| BGAIX | RPEBX | BGAIX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 1.21 | 79% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 5.551 | 8.448 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | 29.97 | 8.29 | 362% |
| Returns for 3 years | 58.45 | 41.34 | 141% |
| Returns for 5 years | 14.15 | 45.01 | 31% |
| Returns for 10 years | 175.73 | 70.57 | 249% |
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