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ESGMX vs RPEBX
ESGMX vs RPEBX Comparison
Open Charts ESGMX vs RPEBX
Mirova Global Megatrends A
Price$21.28
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets891.5M
American Funds New Perspective R2E
Price$68.34
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets155.4B
ESGMX vs RPEBX Comparison Chart in %
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ESGMX vs. RPEBX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 155B vs. ESGMX (892M). RPEBX pays higher dividends than ESGMX: RPEBX (0.12) vs ESGMX (0.11). ESGMX was incepted earlier than RPEBX: ESGMX (9 years) vs RPEBX (11 years). ESGMX (1.24) and RPEBX (1.21) have similar cost to investors . RPEBX is a more actively managed with annual turnover of: 24.00 vs. ESGMX (18.00). 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 : 17.97 vs. ESGMX (8.04). RPEBX return over 5 years is better than : 34.41 vs. ESGMX (25.43).
| ESGMX | RPEBX | ESGMX / RPEBX | |
| Total Expense Ratio | 1.20 | 1.21 | 99% |
| Annual Report Gross Expense Ratio | 1.24 | 1.21 | 102% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 6.988 | 13.202 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 155B | 1% |
| Annual Yield % from dividends | 0.11 | 0.12 | 91% |
| Returns for 1 year | 8.04 | 17.97 | 45% |
| Returns for 3 years | 34.21 | 34.81 | 98% |
| Returns for 5 years | 25.43 | 34.41 | 74% |
| Returns for 10 years | N/A | 77.45 | - |
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