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ESGYX vs FNPFX
ESGYX vs FNPFX Comparison
Open Charts ESGYX vs FNPFX
Mirova Global Megatrends Y
Price$20.61
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets889.26M
American Funds New Perspective F3
Price$66.06
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
ESGYX vs FNPFX Comparison Chart
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ESGYX vs. FNPFX commentary
May 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 ESGYX is a Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 148B vs. ESGYX (889M). FNPFX pays higher dividends than ESGYX: FNPFX (0.88) vs ESGYX (0.34). 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 : 7.90 vs. ESGYX (1.47). FNPFX return over 5 years is better than : 52.18 vs. ESGYX (42.47).
| 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 | 2.689 | 6.377 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 148B | 1% |
| Annual Yield % from dividends | 0.34 | 0.88 | 39% |
| Returns for 1 year | 1.47 | 7.90 | 19% |
| Returns for 3 years | 33.01 | 31.64 | 104% |
| Returns for 5 years | 42.47 | 52.18 | 81% |
| Returns for 10 years | N/A | N/A | - |
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