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ESGYX vs RPEBX
ESGYX vs RPEBX Comparison
Open Charts ESGYX vs RPEBX
Mirova Global Sustainable Equity Y
Price$20.74
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets996.87M
American Funds New Perspective R2E
Price$62.84
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets146.92B
ESGYX vs RPEBX Comparison Chart
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ESGYX vs. RPEBX commentary
Jan 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: 147B vs. ESGYX (997M). 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 annual gain was more profitable for investors over the last year : 15.80 vs. ESGYX (14.06). ESGYX return over 5 years is better than : 36.42 vs. RPEBX (32.95).
| 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 | 3.287 | 4.091 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 147B | 1% |
| Annual Yield % from dividends | 0.55 | 0.46 | 119% |
| Returns for 1 year | 14.06 | 15.80 | 89% |
| Returns for 3 years | 11.71 | 6.90 | 170% |
| Returns for 5 years | 36.42 | 32.95 | 111% |
| Returns for 10 years | N/A | 72.47 | - |
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