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ESGYX vs NPFCX
ESGYX vs NPFCX Comparison
Open Charts ESGYX vs NPFCX
Mirova Global Megatrends Y
Price$20.61
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets889.26M
American Funds New Perspective C
Price$61.34
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets147.5B
ESGYX vs NPFCX Comparison Chart
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ESGYX vs. NPFCX 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 NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 148B vs. ESGYX (889M). ESGYX pays higher dividends than NPFCX: ESGYX (0.34) vs NPFCX (0.00). ESGYX was incepted earlier than NPFCX: ESGYX (9 years) vs NPFCX (24 years). NPFCX (1.48) is less costly to investors than ESGYX (0.99). NPFCX is a more actively managed with annual turnover of: 24.00 vs. ESGYX (18.00). NPFCX has a lower initial minimum investment than ESGYX: NPFCX (250) vs ESGYX (100000). NPFCX annual gain was more profitable for investors over the last year : 6.44 vs. ESGYX (1.47). NPFCX (44.47) and ESGYX (42.47) have equivalent 5 years return.
| ESGYX | NPFCX | ESGYX / NPFCX | |
| Total Expense Ratio | 0.95 | 1.48 | 64% |
| Annual Report Gross Expense Ratio | 0.99 | 1.48 | 67% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.689 | 5.941 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 148B | 1% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | 1.47 | 6.44 | 23% |
| Returns for 3 years | 33.01 | 27.91 | 118% |
| Returns for 5 years | 42.47 | 44.47 | 95% |
| Returns for 10 years | N/A | 60.84 | - |
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