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MLMSX vs RPEBX
MLMSX vs RPEBX Comparison
Open Charts MLMSX vs RPEBX
Morgan Stanley Instl Global Core R6
Price$20.90
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets43.46M
American Funds New Perspective R2E
Price$61.65
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets142.07B
MLMSX vs RPEBX Comparison Chart
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MLMSX vs. RPEBX commentary
May 10, 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 MLMSX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. MLMSX (43.5M). MLMSX pays higher dividends than RPEBX: MLMSX (0.22) vs RPEBX (0.14). MLMSX was incepted earlier than RPEBX: MLMSX (9 years) vs RPEBX (11 years). MLMSX (16.70) is less costly to investors than RPEBX (1.21). MLMSX is a more actively managed with annual turnover of: 39.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MLMSX: RPEBX (250) vs MLMSX (5000000). MLMSX annual gain was more profitable for investors over the last year : 8.67 vs. RPEBX (4.78). MLMSX return over 5 years is better than : 85.02 vs. RPEBX (43.69).
| MLMSX | RPEBX | MLMSX / RPEBX | |
| Total Expense Ratio | 0.95 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 16.70 | 1.21 | 1,380% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -0.858 | 2.120 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5M | 142B | 0% |
| Annual Yield % from dividends | 0.22 | 0.14 | 162% |
| Returns for 1 year | 8.67 | 4.78 | 182% |
| Returns for 3 years | 45.77 | 26.16 | 175% |
| Returns for 5 years | 85.02 | 43.69 | 195% |
| Returns for 10 years | N/A | 59.01 | - |
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