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ANWPX vs ESGMX
ANWPX vs ESGMX Comparison
Open Charts ANWPX vs ESGMX
American Funds New Perspective A
Price$55.55
Change-$3.61 (-6.10%)
VolumeN/A
Net Assets133.48B
Mirova Global Sustainable Equity A
Price$18.24
Change-$1.07 (-5.54%)
VolumeN/A
Net Assets863.25M
ANWPX vs ESGMX Comparison Chart
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ANWPX vs. ESGMX commentary
Apr 05, 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 ANWPX is a Hold and ESGMX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 133B vs. ESGMX (863M). ANWPX pays higher dividends than ESGMX: ANWPX (0.58) vs ESGMX (0.15). ANWPX was incepted earlier than ESGMX: ANWPX (52 years) vs ESGMX (9 years). ESGMX (1.24) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and ESGMX (23.00) have comparable annual turnover. ANWPX (6%) and ESGMX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than ESGMX: ANWPX (250) vs ESGMX (2500). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. ESGMX (1.16). ANWPX return over 5 years is better than : 69.24 vs. ESGMX (61.09).
| ANWPX | ESGMX | ANWPX / ESGMX | |
| Total Expense Ratio | 0.73 | 1.20 | 61% |
| Annual Report Gross Expense Ratio | 0.73 | 1.24 | 59% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -0.805 | 0.000 | - |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 863M | 15,411% |
| Annual Yield % from dividends | 0.58 | 0.15 | 389% |
| Returns for 1 year | 2.39 | 1.16 | 205% |
| Returns for 3 years | 2.60 | 9.11 | 29% |
| Returns for 5 years | 69.24 | 61.09 | 113% |
| Returns for 10 years | 63.30 | N/A | - |
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