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ESGYX vs RPEBX
ESGYX vs RPEBX Comparison
Open Charts ESGYX vs RPEBX
Mirova Global Sustainable Equity Y
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets885.53M
American Funds New Perspective R2E
Price$59.81
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets137.47B
ESGYX vs RPEBX Comparison Chart
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ESGYX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 137B vs. ESGYX (886M). ESGYX pays higher dividends than RPEBX: ESGYX (0.37) vs RPEBX (0.14). ESGYX was incepted earlier than RPEBX: ESGYX (9 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than ESGYX (0.99). RPEBX (24.00) and ESGYX (23.00) have comparable annual turnover. RPEBX has a lower initial minimum investment than ESGYX: RPEBX (250) vs ESGYX (100000). RPEBX annual gain was more profitable for investors over the last year : 2.29 vs. ESGYX (-0.03). RPEBX return over 5 years is better than : 65.32 vs. ESGYX (59.22).
| ESGYX | RPEBX | ESGYX / RPEBX | |
| Total Expense Ratio | 0.95 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 0.99 | 1.21 | 82% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -0.647 | -0.928 | 70% |
| 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 | 0.14 | 266% |
| Returns for 1 year | -0.03 | 2.29 | -1% |
| Returns for 3 years | 9.38 | 2.65 | 354% |
| Returns for 5 years | 59.22 | 65.32 | 91% |
| Returns for 10 years | N/A | 58.28 | - |
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