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MIGOX vs RPEBX
MIGOX vs RPEBX Comparison
Open Charts MIGOX vs RPEBX
Marsico Global Institutional
Price$33.07
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets455.33M
American Funds New Perspective R2E
Price$70.73
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets160.61B
MIGOX vs RPEBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 161B vs. MIGOX (455M). RPEBX pays higher dividends than MIGOX: RPEBX (0.12) vs MIGOX (0.00). MIGOX was incepted earlier than RPEBX: MIGOX (4 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than MIGOX (1.13). MIGOX is a more actively managed with annual turnover of: 44.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than MIGOX: RPEBX (250) vs MIGOX (100000). MIGOX annual gain was more profitable for investors over the last year : 28.68 vs. RPEBX (10.20).
| MIGOX | RPEBX | MIGOX / RPEBX | |
| Total Expense Ratio | 1.13 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 27.980 | 17.161 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 28.68 | 10.20 | 281% |
| Returns for 3 years | 131.58 | 59.79 | 220% |
| Returns for 5 years | N/A | 37.72 | - |
| Returns for 10 years | N/A | 103.91 | - |