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MLMAX vs RPEBX
MLMAX vs RPEBX Comparison
Open Charts MLMAX vs RPEBX
Morgan Stanley Instl Global Core A
Price$23.65
Change+$0.22 (+0.94%)
VolumeN/A
Net Assets48.57M
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets158.47B
MLMAX vs RPEBX Comparison Chart in %
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MLMAX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. MLMAX (48.6M). 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 : 20.17 vs. RPEBX (13.96). MLMAX return over 5 years is better than : 67.57 vs. RPEBX (31.75).
| 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 | 14.086 | 14.842 | 95% |
| 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 | 0.12 | - |
| Returns for 1 year | 20.17 | 13.96 | 145% |
| Returns for 3 years | 67.45 | 46.31 | 146% |
| Returns for 5 years | 67.57 | 31.75 | 213% |
| Returns for 10 years | N/A | 90.28 | - |
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