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RPEBX vs WAGSX
RPEBX vs WAGSX Comparison
Open Charts RPEBX vs WAGSX
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets158.47B
Wasatch Global Select Investor
Price$12.84
Change+$0.17 (+1.34%)
VolumeN/A
Net Assets13.03M
RPEBX vs WAGSX Comparison Chart in %
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RPEBX vs. WAGSX commentary
Sep 07, 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 WAGSX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. WAGSX (13M). 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 : 13.96 vs. WAGSX (6.82). RPEBX return over 5 years is better than : 31.75 vs. WAGSX (3.46).
| 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 | 14.842 | 6.379 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 13M | 1,215,385% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 13.96 | 6.82 | 205% |
| Returns for 3 years | 46.31 | 37.33 | 124% |
| Returns for 5 years | 31.75 | 3.46 | 916% |
| Returns for 10 years | 90.28 | N/A | - |
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