Ad is loading...
MLNIX vs RPEBX
MLNIX vs RPEBX Comparison
Open Charts MLNIX vs RPEBX
Morgan Stanley Instl Glbl Concntr I
Price$23.30
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets264.01M
American Funds New Perspective R2E
Price$59.81
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets137.47B
MLNIX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLNIX vs. RPEBX commentary
Apr 04, 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 MLNIX is a StrongBuy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 137B vs. MLNIX (264M). MLNIX pays higher dividends than RPEBX: MLNIX (0.20) vs RPEBX (0.14). MLNIX was incepted earlier than RPEBX: MLNIX (9 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than MLNIX (1.12). MLNIX is a more actively managed with annual turnover of: 51.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MLNIX: RPEBX (250) vs MLNIX (1000000). MLNIX annual gain was more profitable for investors over the last year : 8.83 vs. RPEBX (2.29). MLNIX return over 5 years is better than : 126.40 vs. RPEBX (65.32).
| MLNIX | RPEBX | MLNIX / RPEBX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.12 | 1.21 | 93% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -1.195 | -0.928 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 137B | 0% |
| Annual Yield % from dividends | 0.20 | 0.14 | 142% |
| Returns for 1 year | 8.83 | 2.29 | 386% |
| Returns for 3 years | 35.82 | 2.65 | 1,351% |
| Returns for 5 years | 126.40 | 65.32 | 194% |
| Returns for 10 years | N/A | 58.28 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...