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ANWPX vs ESGYX
ANWPX vs ESGYX Comparison
Open Charts ANWPX vs ESGYX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
Mirova Global Megatrends Y
Price$21.69
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets948.53M
ANWPX vs ESGYX Comparison Chart in %
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ANWPX vs. ESGYX commentary
Sep 08, 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 ANWPX is a Buy and ESGYX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. ESGYX (949M). ANWPX pays higher dividends than ESGYX: ANWPX (0.50) vs ESGYX (0.31). ANWPX was incepted earlier than ESGYX: ANWPX (53 years) vs ESGYX (9 years). ESGYX (0.99) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. ESGYX (18.00). ANWPX has a lower initial minimum investment than ESGYX: ANWPX (250) vs ESGYX (100000). ANWPX annual gain was more profitable for investors over the last year : 15.20 vs. ESGYX (3.05). ANWPX return over 5 years is better than : 35.52 vs. ESGYX (26.77).
| ANWPX | ESGYX | ANWPX / ESGYX | |
| Total Expense Ratio | 0.73 | 0.95 | 77% |
| Annual Report Gross Expense Ratio | 0.73 | 0.99 | 74% |
| Fund Existence | 53 years | 9 years | - |
| Gain YTD | 15.778 | 7.819 | 202% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 949M | 16,754% |
| Annual Yield % from dividends | 0.50 | 0.31 | 160% |
| Returns for 1 year | 15.20 | 3.05 | 498% |
| Returns for 3 years | 48.87 | 48.05 | 102% |
| Returns for 5 years | 35.52 | 26.77 | 133% |
| Returns for 10 years | 98.99 | N/A | - |
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