RPEBX
Price
$69.01
Change
+$0.08 (+0.12%)
Updated
Dec 24 closing price
Net Assets
162.64B
SGAPX
Price
$21.18
Change
+$0.04 (+0.19%)
Updated
Dec 24 closing price
Net Assets
199.41M
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RPEBX vs SGAPX

Header iconRPEBX vs SGAPX Comparison
Open Charts RPEBX vs SGAPXBanner chart's image
American Funds New Perspective R2E
Price$69.01
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth I
Price$21.18
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets199.41M
RPEBX vs SGAPX Comparison Chart in %
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RPEBX vs. SGAPX commentary
Dec 25, 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 Hold and SGAPX is a Hold.

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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. SGAPX (199M). RPEBX pays higher dividends than SGAPX: RPEBX (0.12) vs SGAPX (0.00). RPEBX was incepted earlier than SGAPX: RPEBX (11 years) vs SGAPX (12 years). RPEBX (1.21) and SGAPX (1.18) have similar cost to investors . SGAPX is a more actively managed with annual turnover of: 32.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than SGAPX: RPEBX (250) vs SGAPX (100000). RPEBX annual gain was more profitable for investors over the last year : 11.65 vs. SGAPX (-10.33). RPEBX return over 5 years is better than : 19.01 vs. SGAPX (-24.81).
RPEBXSGAPXRPEBX / SGAPX
Total Expense Ratio1.211.00121%
Annual Report Gross Expense Ratio1.211.18103%
Fund Existence11 years12 years-
Gain YTD14.312-8.312-172%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets163B199M81,910%
Annual Yield % from dividends0.120.00-
Returns for 1 year11.65-10.33-113%
Returns for 3 years50.371.922,616%
Returns for 5 years19.01-24.81-77%
Returns for 10 years93.3046.88199%
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