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MIGIX vs RPEBX
MIGIX vs RPEBX Comparison
Open Charts MIGIX vs RPEBX
Morgan Stanley Inst Global Insgt I
Price$19.94
Change+$0.20 (+1.01%)
VolumeN/A
Net Assets65.62M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
MIGIX vs RPEBX Comparison Chart in %
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MIGIX vs. RPEBX commentary
Jul 07, 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 MIGIX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. MIGIX (65.6M). MIGIX pays higher dividends than RPEBX: MIGIX (1.14) vs RPEBX (0.12). MIGIX was incepted earlier than RPEBX: MIGIX (15 years) vs RPEBX (11 years). MIGIX (1.40) is less costly to investors than RPEBX (1.21). MIGIX is a more actively managed with annual turnover of: 54.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MIGIX: RPEBX (250) vs MIGIX (1000000). MIGIX annual gain was more profitable for investors over the last year : 64.79 vs. RPEBX (10.62). RPEBX return over 5 years is better than : 42.79 vs. MIGIX (-21.18).
| MIGIX | RPEBX | MIGIX / RPEBX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.40 | 1.21 | 116% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 16.540 | 12.688 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 156B | 0% |
| Annual Yield % from dividends | 1.14 | 0.12 | 931% |
| Returns for 1 year | 64.79 | 10.62 | 610% |
| Returns for 3 years | 138.61 | 44.60 | 311% |
| Returns for 5 years | -21.18 | 42.79 | -50% |
| Returns for 10 years | 55.21 | 80.13 | 69% |
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