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MIGIX vs RPEBX
MIGIX vs RPEBX Comparison
Open Charts MIGIX vs RPEBX
Morgan Stanley Inst Global Insgt I
Price$16.17
Change+$0.42 (+2.67%)
VolumeN/A
Net Assets57M
American Funds New Perspective R2E
Price$59.81
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets137.47B
MIGIX vs RPEBX Comparison Chart
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MIGIX vs. RPEBX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 137B vs. MIGIX (57M). MIGIX pays higher dividends than RPEBX: MIGIX (1.48) vs RPEBX (0.14). MIGIX was incepted earlier than RPEBX: MIGIX (14 years) vs RPEBX (11 years). MIGIX (1.37) is less costly to investors than RPEBX (1.21). MIGIX is a more actively managed with annual turnover of: 43.00 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 : 29.32 vs. RPEBX (2.29). RPEBX return over 5 years is better than : 65.32 vs. MIGIX (8.72).
| MIGIX | RPEBX | MIGIX / RPEBX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.37 | 1.21 | 113% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -7.949 | -0.928 | 857% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57M | 137B | 0% |
| Annual Yield % from dividends | 1.48 | 0.14 | 1,056% |
| Returns for 1 year | 29.32 | 2.29 | 1,280% |
| Returns for 3 years | 20.43 | 2.65 | 771% |
| Returns for 5 years | 8.72 | 65.32 | 13% |
| Returns for 10 years | 17.88 | 58.28 | 31% |
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