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MIGIX vs RPEBX
MIGIX vs RPEBX Comparison
Open Charts MIGIX vs RPEBX
Morgan Stanley Inst Global Insgt I
Price$20.19
Change+$0.36 (+1.82%)
VolumeN/A
Net Assets65.28M
American Funds New Perspective R2E
Price$67.75
Change+$0.18 (+0.27%)
VolumeN/A
Net Assets155.12B
MIGIX vs RPEBX Comparison Chart in %
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MIGIX vs. RPEBX commentary
Jul 17, 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 Hold and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 155B vs. MIGIX (65.3M). MIGIX pays higher dividends than RPEBX: MIGIX (1.14) 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 : 54.19 vs. RPEBX (8.27). RPEBX return over 5 years is better than : 37.03 vs. MIGIX (-21.86).
| 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 | 15.897 | 12.225 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 155B | 0% |
| Annual Yield % from dividends | 1.14 | 0.12 | 931% |
| Returns for 1 year | 54.19 | 8.27 | 655% |
| Returns for 3 years | 131.55 | 43.67 | 301% |
| Returns for 5 years | -21.86 | 37.03 | -59% |
| Returns for 10 years | 47.01 | 73.59 | 64% |
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