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ESGMX vs RNPHX
ESGMX vs RNPHX Comparison
Open Charts ESGMX vs RNPHX
Mirova Global Sustainable Equity A
Price$20.37
Change+$0.06 (+0.30%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$61.75
Change+$0.09 (+0.15%)
VolumeN/A
CapitalizationN/A
ESGMX vs RNPHX Comparison Chart
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ESGMX vs. RNPHX 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 ESGMX is a StrongBuy and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 143B vs. ESGMX (982M). RNPHX pays higher dividends than ESGMX: RNPHX (1.00) vs ESGMX (0.34). ESGMX was incepted earlier than RNPHX: ESGMX (9 years) vs RNPHX (9 years). ESGMX is a more actively managed with annual turnover of: 23.00 vs. RNPHX (17.00). RNPHX has a lower initial minimum investment than ESGMX: RNPHX (250) vs ESGMX (2500). ESGMX annual gain was more profitable for investors over the last year : 14.64 vs. RNPHX (13.21). ESGMX (36.71) and RNPHX (35.44) have equivalent 5 years return.
| ESGMX | RNPHX | ESGMX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 13.577 | 12.408 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 143B | 1% |
| Annual Yield % from dividends | 0.34 | 1.00 | 34% |
| Returns for 1 year | 14.64 | 13.21 | 111% |
| Returns for 3 years | -7.29 | -1.59 | 458% |
| Returns for 5 years | 36.71 | 35.44 | 104% |
| Returns for 10 years | N/A | N/A | - |
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