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MLMAX vs RNPHX
MLMAX vs RNPHX Comparison
Open Charts MLMAX vs RNPHX
Morgan Stanley Instl Global Core A
Price$23.65
Change+$0.22 (+0.94%)
VolumeN/A
Net Assets48.57M
American Funds New Perspective R5E
Price$70.88
Change+$0.49 (+0.70%)
VolumeN/A
Net Assets158.47B
MLMAX vs RNPHX Comparison Chart in %
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MLMAX vs. RNPHX commentary
Sep 06, 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 MLMAX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 158B vs. MLMAX (48.6M). RNPHX pays higher dividends than MLMAX: RNPHX (0.65) vs MLMAX (0.00). MLMAX was incepted earlier than RNPHX: MLMAX (9 years) vs RNPHX (10 years). MLMAX (2.00) is less costly to investors than RNPHX (0.56). MLMAX is a more actively managed with annual turnover of: 39.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than MLMAX: RNPHX (250) vs MLMAX (1000). MLMAX annual gain was more profitable for investors over the last year : 20.17 vs. RNPHX (14.80). MLMAX return over 5 years is better than : 67.57 vs. RNPHX (35.26).
| MLMAX | RNPHX | MLMAX / RNPHX | |
| Total Expense Ratio | 1.35 | 0.56 | 241% |
| Annual Report Gross Expense Ratio | 2.00 | 0.56 | 357% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 14.086 | 15.365 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 20.17 | 14.80 | 136% |
| Returns for 3 years | 67.45 | 48.51 | 139% |
| Returns for 5 years | 67.57 | 35.26 | 192% |
| Returns for 10 years | N/A | N/A | - |
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