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RPEBX vs SGACX
RPEBX vs SGACX Comparison
Open Charts RPEBX vs SGACX
American Funds New Perspective R2E
Price$70.73
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets161.39B
Virtus SGA Global Growth C
Price$20.45
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets221.39M
RPEBX vs SGACX Comparison Chart in %
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RPEBX vs. SGACX commentary
Sep 29, 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 Buy and SGACX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 161B vs. SGACX (221M). RPEBX pays higher dividends than SGACX: RPEBX (0.12) vs SGACX (0.00). RPEBX was incepted earlier than SGACX: RPEBX (11 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than RPEBX (1.21). SGACX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than SGACX: RPEBX (250) vs SGACX (2500). RPEBX annual gain was more profitable for investors over the last year : 10.20 vs. SGACX (-23.00). RPEBX return over 5 years is better than : 37.72 vs. SGACX (-16.77).
| RPEBX | SGACX | RPEBX / SGACX | |
| Total Expense Ratio | 1.21 | 2.00 | 61% |
| Annual Report Gross Expense Ratio | 1.21 | 2.17 | 56% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 17.161 | 2.558 | 671% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 221M | 72,851% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 10.20 | -23.00 | -44% |
| Returns for 3 years | 59.79 | 13.67 | 437% |
| Returns for 5 years | 37.72 | -16.77 | -225% |
| Returns for 10 years | 103.91 | 58.55 | 177% |
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