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MIGIX vs RPEBX
MIGIX vs RPEBX Comparison
Open Charts MIGIX vs RPEBX
Morgan Stanley Inst Global Insgt I
Price$20.77
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets68.58M
American Funds New Perspective R2E
Price$68.50
Change+$0.16 (+0.23%)
VolumeN/A
Net Assets156.62B
MIGIX vs RPEBX Comparison Chart in %
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MIGIX vs. RPEBX commentary
Aug 08, 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 MIGIX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 157B vs. MIGIX (68.6M). MIGIX pays higher dividends than RPEBX: MIGIX (1.13) vs RPEBX (0.12). MIGIX was incepted earlier than RPEBX: MIGIX (15 years) vs RPEBX (11 years). MIGIX (1.40) is less costly to investors than RPEBX (1.21). MIGIX is a more actively managed with annual turnover of: 54.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MIGIX: RPEBX (250) vs MIGIX (1000000). MIGIX annual gain was more profitable for investors over the last year : 83.52 vs. RPEBX (18.92). RPEBX return over 5 years is better than : 34.73 vs. MIGIX (-22.52).
| MIGIX | RPEBX | MIGIX / RPEBX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.40 | 1.21 | 116% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 21.099 | 13.467 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 157B | 0% |
| Annual Yield % from dividends | 1.13 | 0.12 | 927% |
| Returns for 1 year | 83.52 | 18.92 | 441% |
| Returns for 3 years | 96.96 | 34.78 | 279% |
| Returns for 5 years | -22.52 | 34.73 | -65% |
| Returns for 10 years | 57.05 | 75.91 | 75% |