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PGIIX vs RPEBX
PGIIX vs RPEBX Comparison
Open Charts PGIIX vs RPEBX
Polen Global Growth Institutional
Price$27.68
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets324.06M
American Funds New Perspective R2E
Price$70.73
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets160.61B
PGIIX vs RPEBX Comparison Chart in %
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PGIIX vs. RPEBX commentary
Sep 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 PGIIX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 161B vs. PGIIX (324M). 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 : 10.20 vs. PGIIX (3.01). RPEBX return over 5 years is better than : 37.72 vs. PGIIX (27.91).
| 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 | 4.335 | 17.161 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 3.01 | 10.20 | 30% |
| Returns for 3 years | 55.68 | 59.79 | 93% |
| Returns for 5 years | 27.91 | 37.72 | 74% |
| Returns for 10 years | 181.83 | 103.91 | 175% |
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