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MLMIX vs RPEBX
MLMIX vs RPEBX Comparison
Open Charts MLMIX vs RPEBX
Morgan Stanley Instl Global Core I
Price$19.75
Change+$1.66 (+9.18%)
VolumeN/A
Net Assets36.88M
American Funds New Perspective R2E
Price$56.93
Change+$4.15 (+7.86%)
VolumeN/A
Net Assets122.54B
MLMIX vs RPEBX Comparison Chart
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MLMIX vs. RPEBX commentary
Apr 11, 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 MLMIX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 123B vs. MLMIX (36.9M). MLMIX pays higher dividends than RPEBX: MLMIX (0.18) vs RPEBX (0.14). MLMIX was incepted earlier than RPEBX: MLMIX (9 years) vs RPEBX (11 years). MLMIX (1.99) is less costly to investors than RPEBX (1.21). RPEBX is a more actively managed with annual turnover of: 24.00 vs. MLMIX (18.00). RPEBX has a lower initial minimum investment than MLMIX: RPEBX (250) vs MLMIX (1000000). MLMIX annual gain was more profitable for investors over the last year : -5.97 vs. RPEBX (-10.24). MLMIX return over 5 years is better than : 67.99 vs. RPEBX (32.80).
| MLMIX | RPEBX | MLMIX / RPEBX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.99 | 1.21 | 164% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -13.775 | -12.572 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 123B | 0% |
| Annual Yield % from dividends | 0.18 | 0.14 | 127% |
| Returns for 1 year | -5.97 | -10.24 | 58% |
| Returns for 3 years | 12.89 | -6.95 | -185% |
| Returns for 5 years | 67.99 | 32.80 | 207% |
| Returns for 10 years | N/A | 36.91 | - |
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