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ANWPX vs ESGYX
ANWPX vs ESGYX Comparison
Open Charts ANWPX vs ESGYX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Mirova Global Sustainable Equity Y
Price$21.08
Change-$0.23 (-1.08%)
VolumeN/A
Net Assets954.97M
ANWPX vs ESGYX Comparison Chart
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ANWPX vs. ESGYX 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 ESGYX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. ESGYX (955M). 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 : 10.46 vs. ESGYX (9.51). ESGYX (35.58) and ANWPX (34.30) 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 | 4.605 | 4.980 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 955M | 15,497% |
| Annual Yield % from dividends | 0.83 | 0.55 | 151% |
| Returns for 1 year | 10.46 | 9.51 | 110% |
| Returns for 3 years | 14.59 | 19.32 | 76% |
| Returns for 5 years | 34.30 | 35.58 | 96% |
| Returns for 10 years | 73.51 | N/A | - |
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