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BGAIX vs RPEBX
BGAIX vs RPEBX Comparison
Open Charts BGAIX vs RPEBX
Baron Global Advantage Institutional
Price$45.55
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
BGAIX vs RPEBX Comparison Chart in %
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BGAIX vs. RPEBX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. BGAIX (623M). 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 : 40.54 vs. RPEBX (16.37). RPEBX return over 5 years is better than : 39.67 vs. BGAIX (11.53).
| 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 | 14.418 | 14.345 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 40.54 | 16.37 | 248% |
| Returns for 3 years | 59.21 | 43.39 | 136% |
| Returns for 5 years | 11.53 | 39.67 | 29% |
| Returns for 10 years | 203.46 | 79.94 | 255% |