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MLMAX vs RNPHX
MLMAX vs RNPHX Comparison
Open Charts MLMAX vs RNPHX
Morgan Stanley Instl Global Core A
Price$19.28
Change+$0.39 (+2.06%)
VolumeN/A
Net Assets35.86M
American Funds New Perspective R5E
Price$57.81
Change+$1.01 (+1.78%)
VolumeN/A
Net Assets129.28B
MLMAX vs RNPHX Comparison Chart
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MLMAX vs. RNPHX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 129B vs. MLMAX (35.9M). RNPHX pays higher dividends than MLMAX: RNPHX (0.76) vs MLMAX (0.00). MLMAX was incepted earlier than RNPHX: MLMAX (9 years) vs RNPHX (9 years). MLMAX (2.32) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. MLMAX (18.00). 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 : -0.68 vs. RNPHX (-2.53). MLMAX return over 5 years is better than : 74.56 vs. RNPHX (46.45).
| MLMAX | RNPHX | MLMAX / RNPHX | |
| Total Expense Ratio | 1.35 | 0.56 | 241% |
| Annual Report Gross Expense Ratio | 2.32 | 0.56 | 414% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -8.876 | -5.908 | 150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 129B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -0.68 | -2.53 | 27% |
| Returns for 3 years | 20.28 | 3.99 | 508% |
| Returns for 5 years | 74.56 | 46.45 | 161% |
| Returns for 10 years | N/A | N/A | - |
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