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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$27.58
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets355.2M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
PGIIX vs RPEBX Comparison Chart in %
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PGIIX vs. RPEBX commentary
Aug 17, 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 PGIIX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. PGIIX (355M). RPEBX pays higher dividends than PGIIX: RPEBX (0.12) vs PGIIX (0.00). PGIIX was incepted earlier than RPEBX: PGIIX (11 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than PGIIX (0.98). PGIIX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than PGIIX: RPEBX (250) vs PGIIX (100000). RPEBX annual gain was more profitable for investors over the last year : 13.00 vs. PGIIX (5.47). RPEBX return over 5 years is better than : 35.37 vs. PGIIX (27.98).
| PGIIX | RPEBX | PGIIX / RPEBX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 3.958 | 15.057 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 5.47 | 13.00 | 42% |
| Returns for 3 years | 25.25 | 32.98 | 77% |
| Returns for 5 years | 27.98 | 35.37 | 79% |
| Returns for 10 years | 158.71 | 80.78 | 196% |
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