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ESGYX vs FNPFX
ESGYX vs FNPFX Comparison
Open Charts ESGYX vs FNPFX
Mirova Global Megatrends Y
Price$21.01
Change-$0.35 (-1.64%)
VolumeN/A
Net Assets892.1M
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets150.58B
ESGYX vs FNPFX Comparison Chart
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ESGYX vs. FNPFX commentary
Jun 15, 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 ESGYX is a Hold and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 151B vs. ESGYX (892M). FNPFX pays higher dividends than ESGYX: FNPFX (0.82) vs ESGYX (0.32). ESGYX was incepted earlier than FNPFX: ESGYX (9 years) vs FNPFX (8 years). ESGYX (0.99) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. ESGYX (18.00). ESGYX has a lower initial minimum investment than FNPFX: ESGYX (100000) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 9.28 vs. ESGYX (1.50). FNPFX return over 5 years is better than : 49.86 vs. ESGYX (38.11).
| ESGYX | FNPFX | ESGYX / FNPFX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 0.99 | 0.41 | 241% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 4.631 | 8.841 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 151B | 1% |
| Annual Yield % from dividends | 0.32 | 0.82 | 39% |
| Returns for 1 year | 1.50 | 9.28 | 16% |
| Returns for 3 years | 46.44 | 44.00 | 106% |
| Returns for 5 years | 38.11 | 49.86 | 76% |
| Returns for 10 years | N/A | N/A | - |
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