BGAIX
Price
$44.41
Change
+$0.65 (+1.49%)
Updated
Jul 3 closing price
Net Assets
588.62M
RPEBX
Price
$68.03
Change
+$0.38 (+0.56%)
Updated
Jul 3 closing price
Net Assets
156.22B
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BGAIX vs RPEBX

Header iconBGAIX vs RPEBX Comparison
Open Charts BGAIX vs RPEBXBanner chart's image
Baron Global Advantage Institutional
Price$44.41
Change+$0.65 (+1.49%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
BGAIX vs RPEBX Comparison Chart in %
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BGAIX 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 BGAIX is a Buy and RPEBX is a Buy.

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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. BGAIX (589M). RPEBX pays higher dividends than BGAIX: RPEBX (0.12) 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 : 29.21 vs. RPEBX (10.62). RPEBX return over 5 years is better than : 42.79 vs. BGAIX (10.01).
BGAIXRPEBXBGAIX / RPEBX
Total Expense Ratio0.911.2175%
Annual Report Gross Expense Ratio0.961.2179%
Fund Existence13 years11 years-
Gain YTD11.55512.68891%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets589M156B0%
Annual Yield % from dividends0.000.12-
Returns for 1 year29.2110.62275%
Returns for 3 years57.7644.60130%
Returns for 5 years10.0142.7923%
Returns for 10 years198.4480.13248%
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