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ESGMX vs RPEBX
ESGMX vs RPEBX Comparison
Open Charts ESGMX vs RPEBX
Mirova Global Sustainable Equity A
Price$20.87
Change-$0.23 (-1.09%)
VolumeN/A
Net Assets954.97M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
ESGMX vs RPEBX Comparison Chart
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ESGMX vs. RPEBX 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 ESGMX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 148B vs. ESGMX (955M). 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). RPEBX annual gain was more profitable for investors over the last year : 9.79 vs. ESGMX (9.20). ESGMX return over 5 years is better than : 34.00 vs. RPEBX (31.20).
| 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 | 4.927 | 4.539 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 148B | 1% |
| Annual Yield % from dividends | 0.34 | 0.46 | 73% |
| Returns for 1 year | 9.20 | 9.79 | 94% |
| Returns for 3 years | 18.55 | 13.14 | 141% |
| Returns for 5 years | 34.00 | 31.20 | 109% |
| Returns for 10 years | N/A | 67.02 | - |
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