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MIGOX vs RPEBX
MIGOX vs RPEBX Comparison
Open Charts MIGOX vs RPEBX
Marsico Global Institutional
Price$24.29
Change-$0.77 (-3.07%)
VolumeN/A
Net Assets343.7M
American Funds New Perspective R2E
Price$55.70
Change-$1.23 (-2.16%)
VolumeN/A
Net Assets132.16B
MIGOX vs RPEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 132B vs. MIGOX (344M). RPEBX pays higher dividends than MIGOX: RPEBX (0.14) vs MIGOX (0.00). MIGOX was incepted earlier than RPEBX: MIGOX (3 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than MIGOX (1.13). MIGOX is a more actively managed with annual turnover of: 52.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MIGOX: RPEBX (250) vs MIGOX (100000). MIGOX annual gain was more profitable for investors over the last year : 9.86 vs. RPEBX (-2.33).
| MIGOX | RPEBX | MIGOX / RPEBX | |
| Total Expense Ratio | 1.13 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | -3.019 | -5.698 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 132B | 0% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | 9.86 | -2.33 | -423% |
| Returns for 3 years | 42.63 | 2.28 | 1,871% |
| Returns for 5 years | N/A | 43.24 | - |
| Returns for 10 years | N/A | 48.17 | - |
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