Ad is loading...
ESGMX vs RPEBX
ESGMX vs RPEBX Comparison
Open Charts ESGMX vs RPEBX
Mirova Global Sustainable Equity A
Price$18.24
Change-$1.07 (-5.54%)
VolumeN/A
Net Assets863.25M
American Funds New Perspective R2E
Price$53.92
Change-$3.51 (-6.11%)
VolumeN/A
Net Assets133.48B
ESGMX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESGMX vs. RPEBX commentary
Apr 05, 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 Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 133B vs. ESGMX (863M). ESGMX pays higher dividends than RPEBX: ESGMX (0.15) vs RPEBX (0.14). 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 (24.00) and ESGMX (23.00) have comparable annual turnover. 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 : 1.77 vs. ESGMX (1.16). RPEBX return over 5 years is better than : 65.32 vs. ESGMX (61.09).
| 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 | 0.000 | -0.928 | - |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 133B | 1% |
| Annual Yield % from dividends | 0.15 | 0.14 | 106% |
| Returns for 1 year | 1.16 | 1.77 | 66% |
| Returns for 3 years | 9.11 | 1.30 | 699% |
| Returns for 5 years | 61.09 | 65.32 | 94% |
| Returns for 10 years | N/A | 57.08 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers