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BGLUX vs RPEBX
BGLUX vs RPEBX Comparison
Open Charts BGLUX vs RPEBX
Baron Global Advantage R6
Price$45.10
Change+$0.12 (+0.27%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGLUX vs RPEBX Comparison Chart in %
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BGLUX vs. RPEBX commentary
Aug 18, 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 BGLUX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. BGLUX (642M). RPEBX pays higher dividends than BGLUX: RPEBX (0.12) vs BGLUX (0.00). BGLUX was incepted earlier than RPEBX: BGLUX (9 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than BGLUX (0.96). RPEBX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). RPEBX has a lower initial minimum investment than BGLUX: RPEBX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 29.67 vs. RPEBX (13.00). RPEBX return over 5 years is better than : 35.37 vs. BGLUX (7.23).
| BGLUX | RPEBX | BGLUX / RPEBX | |
| Total Expense Ratio | 0.91 | 1.21 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 1.21 | 79% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 13.231 | 15.057 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 29.67 | 13.00 | 228% |
| Returns for 3 years | 30.80 | 32.98 | 93% |
| Returns for 5 years | 7.23 | 35.37 | 20% |
| Returns for 10 years | N/A | 80.78 | - |
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