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ANWPX vs ESGMX
ANWPX vs ESGMX Comparison
Open Charts ANWPX vs ESGMX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Mirova Global Sustainable Equity A
Price$20.87
Change-$0.23 (-1.09%)
VolumeN/A
Net Assets954.97M
ANWPX vs ESGMX Comparison Chart
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ANWPX vs. ESGMX commentary
Feb 23, 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 StrongBuy and ESGMX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. ESGMX (955M). 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). ANWPX annual gain was more profitable for investors over the last year : 10.46 vs. ESGMX (9.20). ANWPX (34.30) and ESGMX (34.00) 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 | 4.605 | 4.927 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 955M | 15,497% |
| Annual Yield % from dividends | 0.83 | 0.34 | 247% |
| Returns for 1 year | 10.46 | 9.20 | 114% |
| Returns for 3 years | 14.59 | 18.55 | 79% |
| Returns for 5 years | 34.30 | 34.00 | 101% |
| Returns for 10 years | 73.51 | N/A | - |
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