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RPEBX vs WAGSX
RPEBX vs WAGSX Comparison
Open Charts RPEBX vs WAGSX
American Funds New Perspective R2E
Price$69.57
Change-$2.35 (-3.27%)
VolumeN/A
Net Assets162.72B
Wasatch Global Select Investor
Price$12.16
Change-$0.40 (-3.18%)
VolumeN/A
Net Assets12.35M
RPEBX vs WAGSX Comparison Chart in %
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RPEBX vs. WAGSX commentary
Feb 04, 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 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 (0.55) 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 (1.20). WAGSX is a more actively managed with annual turnover of: 43.00 vs. RPEBX (23.00). 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 : 12.26 vs. WAGSX (-6.17). RPEBX return over 5 years is better than : 13.99 vs. WAGSX (-15.79).
| RPEBX | WAGSX | RPEBX / WAGSX | |
| Total Expense Ratio | 1.20 | 1.36 | 88% |
| Annual Report Gross Expense Ratio | 1.20 | 2.57 | 47% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.562 | -0.977 | -160% |
| 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 | 0.55 | 0.00 | - |
| Returns for 1 year | 12.26 | -6.17 | -199% |
| Returns for 3 years | 39.04 | 13.96 | 280% |
| Returns for 5 years | 13.99 | -15.79 | -89% |
| Returns for 10 years | 120.28 | N/A | - |
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