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RPEBX vs WAGSX
RPEBX vs WAGSX Comparison
Open Charts RPEBX vs WAGSX
American Funds New Perspective R2E
Price$71.62
Change+$0.14 (+0.20%)
VolumeN/A
Net Assets162.58B
Wasatch Global Select Investor
Price$12.38
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets12.37M
RPEBX vs WAGSX Comparison Chart in %
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RPEBX vs. WAGSX commentary
Oct 19, 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 WAGSX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. WAGSX (12.4M). RPEBX pays higher dividends than WAGSX: RPEBX (0.12) vs WAGSX (0.00). RPEBX was incepted earlier than WAGSX: RPEBX (11 years) vs WAGSX (6 years). WAGSX (2.57) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. WAGSX (21.00). RPEBX has a lower initial minimum investment than WAGSX: RPEBX (250) vs WAGSX (2000). RPEBX annual gain was more profitable for investors over the last year : 12.13 vs. WAGSX (-1.28). RPEBX return over 5 years is better than : 32.26 vs. WAGSX (-6.85).
| RPEBX | WAGSX | RPEBX / WAGSX | |
| Total Expense Ratio | 1.21 | 1.36 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 2.57 | 47% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 18.635 | 2.568 | 726% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 12.4M | 1,314,516% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 12.13 | -1.28 | -951% |
| Returns for 3 years | 59.68 | 38.02 | 157% |
| Returns for 5 years | 32.26 | -6.85 | -471% |
| Returns for 10 years | 91.35 | N/A | - |
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