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ANWPX vs ESGYX
ANWPX vs ESGYX Comparison
Open Charts ANWPX vs ESGYX
American Funds New Perspective A
Price$64.67
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets146.92B
Mirova Global Sustainable Equity Y
Price$20.74
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets996.87M
ANWPX vs ESGYX Comparison Chart
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ANWPX vs. ESGYX commentary
Jan 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 ESGYX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. ESGYX (997M). ANWPX pays higher dividends than ESGYX: ANWPX (0.83) vs ESGYX (0.55). ANWPX was incepted earlier than ESGYX: ANWPX (52 years) vs ESGYX (9 years). ESGYX is a more actively managed with annual turnover of: 23.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than ESGYX: ANWPX (250) vs ESGYX (100000). ANWPX annual gain was more profitable for investors over the last year : 16.51 vs. ESGYX (14.06). ESGYX (36.42) and ANWPX (36.08) have equivalent 5 years return.
| ANWPX | ESGYX | ANWPX / ESGYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | 4.122 | 3.287 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 997M | 14,744% |
| Annual Yield % from dividends | 0.83 | 0.55 | 151% |
| Returns for 1 year | 16.51 | 14.06 | 117% |
| Returns for 3 years | 8.26 | 11.71 | 71% |
| Returns for 5 years | 36.08 | 36.42 | 99% |
| Returns for 10 years | 79.10 | N/A | - |
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