Ad is loading...
ESGYX vs RPEBX
ESGYX vs RPEBX Comparison
Open Charts ESGYX vs RPEBX
Mirova Global Sustainable Equity Y
Price$21.08
Change-$0.23 (-1.08%)
VolumeN/A
Net Assets954.97M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
ESGYX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESGYX vs. RPEBX commentary
Feb 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 148B vs. ESGYX (955M). ESGYX pays higher dividends than RPEBX: ESGYX (0.55) vs RPEBX (0.46). ESGYX was incepted earlier than RPEBX: ESGYX (9 years) vs RPEBX (10 years). ESGYX is a more actively managed with annual turnover of: 23.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than ESGYX: RPEBX (250) vs ESGYX (100000). RPEBX (9.79) and ESGYX (9.51) have marching annual gain over last year. ESGYX return over 5 years is better than : 35.58 vs. RPEBX (31.20).
| ESGYX | RPEBX | ESGYX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 4.980 | 4.539 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 148B | 1% |
| Annual Yield % from dividends | 0.55 | 0.46 | 119% |
| Returns for 1 year | 9.51 | 9.79 | 97% |
| Returns for 3 years | 19.32 | 13.14 | 147% |
| Returns for 5 years | 35.58 | 31.20 | 114% |
| Returns for 10 years | N/A | 67.02 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...