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ESGYX vs RPEBX
ESGYX vs RPEBX Comparison
Open Charts ESGYX vs RPEBX
Mirova Global Sustainable Equity Y
Price$20.61
Change+$0.07 (+0.34%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$60.68
Change+$0.08 (+0.13%)
VolumeN/A
CapitalizationN/A
ESGYX vs RPEBX Comparison Chart
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ESGYX vs. RPEBX commentary
Dec 23, 2024
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 StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 143B vs. ESGYX (982M). 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). ESGYX annual gain was more profitable for investors over the last year : 14.98 vs. RPEBX (12.38). ESGYX return over 5 years is better than : 38.26 vs. RPEBX (31.90).
| 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 | 13.836 | 11.634 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 143B | 1% |
| Annual Yield % from dividends | 0.55 | 0.46 | 119% |
| Returns for 1 year | 14.98 | 12.38 | 121% |
| Returns for 3 years | -6.65 | -3.05 | 218% |
| Returns for 5 years | 38.26 | 31.90 | 120% |
| Returns for 10 years | N/A | 57.98 | - |