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ANWPX vs ESGMX
ANWPX vs ESGMX Comparison
Open Charts ANWPX vs ESGMX
American Funds New Perspective A
Price$62.42
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
Mirova Global Sustainable Equity A
Price$20.37
Change+$0.06 (+0.30%)
VolumeN/A
CapitalizationN/A
ANWPX vs ESGMX Comparison Chart
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ANWPX vs. ESGMX commentary
Dec 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 143B vs. ESGMX (982M). ANWPX pays higher dividends than ESGMX: ANWPX (0.83) vs ESGMX (0.34). ANWPX was incepted earlier than ESGMX: ANWPX (52 years) vs ESGMX (9 years). ESGMX is a more actively managed with annual turnover of: 23.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than ESGMX: ANWPX (250) vs ESGMX (2500). ESGMX annual gain was more profitable for investors over the last year : 14.64 vs. ANWPX (13.06). ESGMX (36.71) and ANWPX (35.03) have equivalent 5 years return.
| ANWPX | ESGMX | ANWPX / ESGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | 12.291 | 13.577 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 982M | 14,562% |
| Annual Yield % from dividends | 0.83 | 0.34 | 247% |
| Returns for 1 year | 13.06 | 14.64 | 89% |
| Returns for 3 years | -1.81 | -7.29 | 25% |
| Returns for 5 years | 35.03 | 36.71 | 95% |
| Returns for 10 years | 63.99 | N/A | - |
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