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ESGYX vs RPEBX
ESGYX vs RPEBX Comparison
Open Charts ESGYX vs RPEBX
Mirova Global Megatrends Y
Price$21.88
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets911.02M
American Funds New Perspective R2E
Price$69.46
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
ESGYX vs RPEBX Comparison Chart in %
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ESGYX vs. RPEBX commentary
Aug 18, 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 ESGYX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. ESGYX (911M). ESGYX pays higher dividends than RPEBX: ESGYX (0.32) vs RPEBX (0.12). ESGYX was incepted earlier than RPEBX: ESGYX (9 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than ESGYX (0.99). RPEBX is a more actively managed with annual turnover of: 24.00 vs. ESGYX (18.00). RPEBX has a lower initial minimum investment than ESGYX: RPEBX (250) vs ESGYX (100000). RPEBX annual gain was more profitable for investors over the last year : 13.00 vs. ESGYX (4.05). RPEBX return over 5 years is better than : 35.37 vs. ESGYX (27.90).
| ESGYX | RPEBX | ESGYX / RPEBX | |
| Total Expense Ratio | 0.95 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 0.99 | 1.21 | 82% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 8.964 | 15.057 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 159B | 1% |
| Annual Yield % from dividends | 0.32 | 0.12 | 258% |
| Returns for 1 year | 4.05 | 13.00 | 31% |
| Returns for 3 years | 33.72 | 32.98 | 102% |
| Returns for 5 years | 27.90 | 35.37 | 79% |
| Returns for 10 years | N/A | 80.78 | - |