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RPEBX vs SGAAX
RPEBX vs SGAAX Comparison
Open Charts RPEBX vs SGAAX
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth A
Price$23.85
Change+$0.17 (+0.72%)
VolumeN/A
Net Assets233.39M
RPEBX vs SGAAX Comparison Chart in %
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RPEBX vs. SGAAX commentary
Aug 18, 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 RPEBX is a StrongBuy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. SGAAX (233M). RPEBX pays higher dividends than SGAAX: RPEBX (0.12) 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 (1.21). SGAAX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). 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 : 13.00 vs. SGAAX (-15.25). RPEBX return over 5 years is better than : 35.37 vs. SGAAX (-7.74).
| RPEBX | SGAAX | RPEBX / SGAAX | |
| Total Expense Ratio | 1.21 | 1.25 | 97% |
| Annual Report Gross Expense Ratio | 1.21 | 1.44 | 84% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 15.057 | 5.345 | 282% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 233M | 68,240% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 13.00 | -15.25 | -85% |
| Returns for 3 years | 32.98 | 0.68 | 4,883% |
| Returns for 5 years | 35.37 | -7.74 | -457% |
| Returns for 10 years | 80.78 | 64.17 | 126% |