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RPEBX vs SGAAX
RPEBX vs SGAAX Comparison
Open Charts RPEBX vs SGAAX
American Funds New Perspective R2E
Price$69.57
Change-$2.35 (-3.27%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth A
Price$19.42
Change-$4.33 (-18.23%)
VolumeN/A
Net Assets187.94M
RPEBX vs SGAAX Comparison Chart in %
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RPEBX vs. SGAAX commentary
Feb 05, 2026
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 RPEBX is a Hold and SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. SGAAX (188M). RPEBX pays higher dividends than SGAAX: RPEBX (0.55) vs SGAAX (0.00). RPEBX was incepted earlier than SGAAX: RPEBX (11 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than RPEBX (1.20). SGAAX is a more actively managed with annual turnover of: 37.00 vs. RPEBX (23.00). RPEBX has a lower initial minimum investment than SGAAX: RPEBX (250) vs SGAAX (2500). RPEBX annual gain was more profitable for investors over the last year : 12.26 vs. SGAAX (-15.89). RPEBX return over 5 years is better than : 13.99 vs. SGAAX (-34.74).
| RPEBX | SGAAX | RPEBX / SGAAX | |
| Total Expense Ratio | 1.20 | 1.25 | 96% |
| Annual Report Gross Expense Ratio | 1.20 | 1.44 | 83% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 1.562 | -5.314 | -29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 12.26 | -15.89 | -77% |
| Returns for 3 years | 39.04 | -15.05 | -259% |
| Returns for 5 years | 13.99 | -34.74 | -40% |
| Returns for 10 years | 120.28 | 50.74 | 237% |
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