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MLMAX vs RPEBX
MLMAX vs RPEBX Comparison
Open Charts MLMAX vs RPEBX
Morgan Stanley Instl Global Core A
Price$19.28
Change+$0.39 (+2.06%)
VolumeN/A
Net Assets35.86M
American Funds New Perspective R2E
Price$56.70
Change+$1.00 (+1.80%)
VolumeN/A
Net Assets129.28B
MLMAX vs RPEBX Comparison Chart
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MLMAX vs. RPEBX 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 129B vs. MLMAX (35.9M). RPEBX pays higher dividends than MLMAX: RPEBX (0.14) vs MLMAX (0.00). MLMAX was incepted earlier than RPEBX: MLMAX (9 years) vs RPEBX (11 years). MLMAX (2.32) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. MLMAX (18.00). 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 : -0.68 vs. RPEBX (-3.23). MLMAX return over 5 years is better than : 74.56 vs. RPEBX (42.66).
| MLMAX | RPEBX | MLMAX / RPEBX | |
| Total Expense Ratio | 1.35 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 2.32 | 1.21 | 192% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -8.876 | -6.079 | 146% |
| 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 | 0.14 | - |
| Returns for 1 year | -0.68 | -3.23 | 21% |
| Returns for 3 years | 20.28 | 2.47 | 821% |
| Returns for 5 years | 74.56 | 42.66 | 175% |
| Returns for 10 years | N/A | 47.45 | - |
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