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ANWPX vs ESGYX
ANWPX vs ESGYX Comparison
Open Charts ANWPX vs ESGYX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Mirova Global Sustainable Equity Y
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets885.53M
ANWPX vs ESGYX Comparison Chart
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ANWPX vs. ESGYX commentary
Apr 03, 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 Buy and ESGYX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. ESGYX (886M). ANWPX pays higher dividends than ESGYX: ANWPX (0.58) vs ESGYX (0.37). ANWPX was incepted earlier than ESGYX: ANWPX (52 years) vs ESGYX (9 years). ESGYX (0.99) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and ESGYX (23.00) have comparable annual turnover. 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 : 1.77 vs. ESGYX (-0.03). ANWPX return over 5 years is better than : 66.10 vs. ESGYX (59.22).
| ANWPX | ESGYX | ANWPX / ESGYX | |
| Total Expense Ratio | 0.73 | 0.95 | 77% |
| Annual Report Gross Expense Ratio | 0.73 | 0.99 | 74% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -1.385 | -0.647 | 214% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 886M | 15,463% |
| Annual Yield % from dividends | 0.58 | 0.37 | 155% |
| Returns for 1 year | 1.77 | -0.03 | -5,343% |
| Returns for 3 years | 3.36 | 9.38 | 36% |
| Returns for 5 years | 66.10 | 59.22 | 112% |
| Returns for 10 years | 63.58 | N/A | - |
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