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BGAIX vs RPEBX
BGAIX vs RPEBX Comparison
Open Charts BGAIX vs RPEBX
Baron Global Opportunity Institutional
Price$51.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets739.21M
American Funds New Perspective R2E
Price$69.01
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets162.64B
BGAIX vs RPEBX Comparison Chart in %
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BGAIX vs. RPEBX commentary
Dec 26, 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 Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. BGAIX (739M). RPEBX pays higher dividends than BGAIX: RPEBX (0.12) vs BGAIX (0.00). BGAIX was incepted earlier than RPEBX: BGAIX (14 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 : 24.86 vs. RPEBX (11.65). RPEBX return over 5 years is better than : 19.01 vs. BGAIX (-4.07).
| BGAIX | RPEBX | BGAIX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 1.21 | 79% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 28.435 | 14.312 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 24.86 | 11.65 | 213% |
| Returns for 3 years | 106.00 | 50.37 | 210% |
| Returns for 5 years | -4.07 | 19.01 | -21% |
| Returns for 10 years | 262.62 | 93.30 | 281% |
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