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ESGYX vs RPEBX
ESGYX vs RPEBX Comparison
Open Charts ESGYX vs RPEBX
Mirova Global Megatrends Y
Price$21.69
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets948.53M
American Funds New Perspective R2E
Price$69.33
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets159.21B
ESGYX vs RPEBX Comparison Chart in %
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ESGYX vs. RPEBX 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 ESGYX is a Hold and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. ESGYX (949M). ESGYX pays higher dividends than RPEBX: ESGYX (0.31) 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 : 14.50 vs. ESGYX (3.05). RPEBX return over 5 years is better than : 32.38 vs. ESGYX (26.77).
| 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 | 7.819 | 15.388 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 159B | 1% |
| Annual Yield % from dividends | 0.31 | 0.12 | 258% |
| Returns for 1 year | 3.05 | 14.50 | 21% |
| Returns for 3 years | 48.05 | 47.01 | 102% |
| Returns for 5 years | 26.77 | 32.38 | 83% |
| Returns for 10 years | N/A | 91.19 | - |
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