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ESGYX vs RNPHX
ESGYX vs RNPHX Comparison
Open Charts ESGYX vs RNPHX
Mirova Global Sustainable Equity Y
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets885.53M
American Funds New Perspective R5E
Price$60.97
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
ESGYX vs RNPHX Comparison Chart
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ESGYX vs. RNPHX commentary
Apr 03, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 137B vs. ESGYX (886M). RNPHX pays higher dividends than ESGYX: RNPHX (0.76) vs ESGYX (0.37). ESGYX was incepted earlier than RNPHX: ESGYX (9 years) vs RNPHX (9 years). ESGYX (0.99) is less costly to investors than RNPHX (0.56). RNPHX (24.00) and ESGYX (23.00) have comparable annual turnover. RNPHX has a lower initial minimum investment than ESGYX: RNPHX (250) vs ESGYX (100000). RNPHX annual gain was more profitable for investors over the last year : 3.02 vs. ESGYX (-0.03). RNPHX return over 5 years is better than : 69.70 vs. ESGYX (59.22).
| ESGYX | RNPHX | ESGYX / RNPHX | |
| Total Expense Ratio | 0.95 | 0.56 | 170% |
| Annual Report Gross Expense Ratio | 0.99 | 0.56 | 177% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -0.647 | -0.765 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 137B | 1% |
| Annual Yield % from dividends | 0.37 | 0.76 | 49% |
| Returns for 1 year | -0.03 | 3.02 | -1% |
| Returns for 3 years | 9.38 | 4.18 | 225% |
| Returns for 5 years | 59.22 | 69.70 | 85% |
| Returns for 10 years | N/A | N/A | - |
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