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MLMAX vs RPEBX
MLMAX vs RPEBX Comparison
Open Charts MLMAX vs RPEBX
Morgan Stanley Instl Global Core A
Price$21.70
Change-$0.31 (-1.41%)
VolumeN/A
Net Assets40.9M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
MLMAX vs RPEBX Comparison Chart
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MLMAX vs. RPEBX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 148B vs. MLMAX (40.9M). RPEBX pays higher dividends than MLMAX: RPEBX (0.46) vs MLMAX (0.39). MLMAX was incepted earlier than RPEBX: MLMAX (9 years) vs RPEBX (10 years). MLMAX is a more actively managed with annual turnover of: 18.00 vs. RPEBX (17.00). 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 : 17.74 vs. RPEBX (9.79). MLMAX return over 5 years is better than : 59.83 vs. RPEBX (31.20).
| MLMAX | RPEBX | MLMAX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 4.679 | 4.539 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 148B | 0% |
| Annual Yield % from dividends | 0.39 | 0.46 | 84% |
| Returns for 1 year | 17.74 | 9.79 | 181% |
| Returns for 3 years | 34.92 | 13.14 | 266% |
| Returns for 5 years | 59.83 | 31.20 | 192% |
| Returns for 10 years | N/A | 67.02 | - |
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