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PGIRX vs RPEBX
PGIRX vs RPEBX Comparison
Open Charts PGIRX vs RPEBX
Polen Global Growth Investor
Price$26.70
Change+$0.29 (+1.10%)
VolumeN/A
Net Assets366.12M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
PGIRX vs RPEBX Comparison Chart in %
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PGIRX vs. RPEBX commentary
Jul 06, 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: 156B vs. PGIRX (366M). 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 . RPEBX is a more actively managed with annual turnover of: 24.00 vs. PGIRX (21.00). 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 : 10.62 vs. PGIRX (4.54). RPEBX return over 5 years is better than : 42.79 vs. PGIRX (31.20).
| 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 | 3.288 | 12.688 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 4.54 | 10.62 | 43% |
| Returns for 3 years | 39.06 | 44.60 | 88% |
| Returns for 5 years | 31.20 | 42.79 | 73% |
| Returns for 10 years | 158.79 | 80.13 | 198% |
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