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MSPTX vs RPEBX
MSPTX vs RPEBX Comparison
Open Charts MSPTX vs RPEBX
Morgan Stanley Inst Global Insgt C
Price$14.41
Change+$0.36 (+2.56%)
VolumeN/A
Net Assets57.81M
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
MSPTX vs RPEBX Comparison Chart
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MSPTX vs. RPEBX commentary
May 09, 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 MSPTX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. MSPTX (57.8M). MSPTX pays higher dividends than RPEBX: MSPTX (0.66) vs RPEBX (0.14). MSPTX was incepted earlier than RPEBX: MSPTX (10 years) vs RPEBX (11 years). MSPTX (2.44) is less costly to investors than RPEBX (1.21). MSPTX is a more actively managed with annual turnover of: 54.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MSPTX: RPEBX (250) vs MSPTX (1000). MSPTX annual gain was more profitable for investors over the last year : 45.87 vs. RPEBX (5.09). RPEBX return over 5 years is better than : 43.41 vs. MSPTX (-23.89).
| MSPTX | RPEBX | MSPTX / RPEBX | |
| Total Expense Ratio | 2.10 | 1.21 | 174% |
| Annual Report Gross Expense Ratio | 2.44 | 1.21 | 202% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 0.286 | 1.921 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 142B | 0% |
| Annual Yield % from dividends | 0.66 | 0.14 | 481% |
| Returns for 1 year | 45.87 | 5.09 | 901% |
| Returns for 3 years | 103.08 | 26.87 | 384% |
| Returns for 5 years | -23.89 | 43.41 | -55% |
| Returns for 10 years | 6.67 | 58.18 | 11% |
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