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MSPTX vs RPEBX
MSPTX vs RPEBX Comparison
Open Charts MSPTX vs RPEBX
Morgan Stanley Inst Global Insgt C
Price$12.14
Change-$1.06 (-8.03%)
VolumeN/A
Net Assets58.49M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
MSPTX vs RPEBX Comparison Chart
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MSPTX 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 MSPTX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. MSPTX (58.5M). MSPTX pays higher dividends than RPEBX: MSPTX (0.72) 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: 43.00 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 : 31.74 vs. RPEBX (1.77). RPEBX return over 5 years is better than : 65.32 vs. MSPTX (-1.42).
| 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 | -5.782 | -0.928 | 623% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 139B | 0% |
| Annual Yield % from dividends | 0.72 | 0.14 | 514% |
| Returns for 1 year | 31.74 | 1.77 | 1,794% |
| Returns for 3 years | 15.07 | 1.30 | 1,156% |
| Returns for 5 years | -1.42 | 65.32 | -2% |
| Returns for 10 years | N/A | 57.08 | - |
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