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PGIRX vs RPEBX
PGIRX vs RPEBX Comparison
Open Charts PGIRX vs RPEBX
Polen Global Growth Investor
Price$27.10
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets365.38M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
PGIRX vs RPEBX Comparison Chart in %
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PGIRX 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 PGIRX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. PGIRX (365M). RPEBX pays higher dividends than PGIRX: RPEBX (0.12) vs PGIRX (0.00). PGIRX was incepted earlier than RPEBX: PGIRX (10 years) vs RPEBX (11 years). PGIRX (1.23) and RPEBX (1.21) have similar cost to investors . PGIRX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than PGIRX: RPEBX (250) vs PGIRX (3000). RPEBX annual gain was more profitable for investors over the last year : 16.37 vs. PGIRX (8.40). RPEBX return over 5 years is better than : 39.67 vs. PGIRX (30.60).
| PGIRX | RPEBX | PGIRX / RPEBX | |
| Total Expense Ratio | 1.23 | 1.21 | 102% |
| Annual Report Gross Expense Ratio | 1.23 | 1.21 | 102% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 4.836 | 14.345 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 8.40 | 16.37 | 51% |
| Returns for 3 years | 38.19 | 43.39 | 88% |
| Returns for 5 years | 30.60 | 39.67 | 77% |
| Returns for 10 years | 154.53 | 79.94 | 193% |