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MLMAX vs RPEBX
MLMAX vs RPEBX Comparison
Open Charts MLMAX vs RPEBX
Morgan Stanley Instl Global Core A
Price$23.33
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets46.51M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
MLMAX vs RPEBX Comparison Chart in %
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MLMAX vs. RPEBX commentary
Aug 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 MLMAX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. MLMAX (46.5M). RPEBX pays higher dividends than MLMAX: RPEBX (0.12) vs MLMAX (0.00). MLMAX was incepted earlier than RPEBX: MLMAX (9 years) vs RPEBX (11 years). MLMAX (2.00) is less costly to investors than RPEBX (1.21). MLMAX is a more actively managed with annual turnover of: 39.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MLMAX: RPEBX (250) vs MLMAX (1000). MLMAX annual gain was more profitable for investors over the last year : 17.59 vs. RPEBX (13.00). MLMAX return over 5 years is better than : 69.11 vs. RPEBX (35.37).
| MLMAX | RPEBX | MLMAX / RPEBX | |
| Total Expense Ratio | 1.35 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 2.00 | 1.21 | 165% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 12.542 | 15.057 | 83% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 17.59 | 13.00 | 135% |
| Returns for 3 years | 51.04 | 32.98 | 155% |
| Returns for 5 years | 69.11 | 35.37 | 195% |
| Returns for 10 years | N/A | 80.78 | - |
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