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MIGIX vs RPEBX
MIGIX vs RPEBX Comparison
Open Charts MIGIX vs RPEBX
Morgan Stanley Inst Global Insgt I
Price$19.81
Change+$0.38 (+1.96%)
VolumeN/A
Net Assets63.7M
American Funds New Perspective R2E
Price$66.49
Change+$0.95 (+1.45%)
VolumeN/A
Net Assets150.7B
MIGIX vs RPEBX Comparison Chart in %
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MIGIX vs. RPEBX commentary
Jun 26, 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: 151B vs. MIGIX (63.7M). MIGIX pays higher dividends than RPEBX: MIGIX (1.21) vs RPEBX (0.13). 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 : 66.42 vs. RPEBX (9.80). RPEBX return over 5 years is better than : 42.99 vs. MIGIX (-20.60).
| 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 | 13.559 | 10.137 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.7M | 151B | 0% |
| Annual Yield % from dividends | 1.21 | 0.13 | 945% |
| Returns for 1 year | 66.42 | 9.80 | 678% |
| Returns for 3 years | 114.74 | 37.41 | 307% |
| Returns for 5 years | -20.60 | 42.99 | -48% |
| Returns for 10 years | 43.73 | 71.28 | 61% |
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