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ESGMX vs RPEBX
ESGMX vs RPEBX Comparison
Open Charts ESGMX vs RPEBX
Mirova Global Sustainable Equity A
Price$20.37
Change+$0.06 (+0.30%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$60.68
Change+$0.08 (+0.13%)
VolumeN/A
CapitalizationN/A
ESGMX vs RPEBX Comparison Chart
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ESGMX vs. RPEBX 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 143B vs. ESGMX (982M). RPEBX pays higher dividends than ESGMX: RPEBX (0.46) vs ESGMX (0.34). ESGMX was incepted earlier than RPEBX: ESGMX (9 years) vs RPEBX (10 years). ESGMX is a more actively managed with annual turnover of: 23.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than ESGMX: RPEBX (250) vs ESGMX (2500). ESGMX annual gain was more profitable for investors over the last year : 14.64 vs. RPEBX (12.38). ESGMX return over 5 years is better than : 36.71 vs. RPEBX (31.90).
| ESGMX | RPEBX | ESGMX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 13.577 | 11.634 | 117% |
| 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 | 0.46 | 73% |
| Returns for 1 year | 14.64 | 12.38 | 118% |
| Returns for 3 years | -7.29 | -3.05 | 239% |
| Returns for 5 years | 36.71 | 31.90 | 115% |
| Returns for 10 years | N/A | 57.98 | - |
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