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MLNAX vs RPEBX
MLNAX vs RPEBX Comparison
Open Charts MLNAX vs RPEBX
Morgan Stanley Instl Glbl Concntr A
Price$22.08
Change-$0.93 (-4.04%)
VolumeN/A
Net Assets265.59M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
MLNAX vs RPEBX Comparison Chart
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MLNAX vs. RPEBX commentary
Apr 05, 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 MLNAX is a StrongBuy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. MLNAX (266M). RPEBX pays higher dividends than MLNAX: RPEBX (0.14) vs MLNAX (0.00). MLNAX was incepted earlier than RPEBX: MLNAX (9 years) vs RPEBX (11 years). MLNAX (1.41) is less costly to investors than RPEBX (1.21). MLNAX is a more actively managed with annual turnover of: 51.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MLNAX: RPEBX (250) vs MLNAX (1000). MLNAX annual gain was more profitable for investors over the last year : 8.85 vs. RPEBX (1.77). MLNAX return over 5 years is better than : 124.40 vs. RPEBX (65.32).
| MLNAX | RPEBX | MLNAX / RPEBX | |
| Total Expense Ratio | 1.35 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 1.41 | 1.21 | 117% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -0.605 | -0.928 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | 8.85 | 1.77 | 500% |
| Returns for 3 years | 33.66 | 1.30 | 2,581% |
| Returns for 5 years | 124.40 | 65.32 | 190% |
| Returns for 10 years | N/A | 57.08 | - |
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