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ITGRX vs RPEBX
ITGRX vs RPEBX Comparison
Open Charts ITGRX vs RPEBX
Macquarie Global Growth Fund R6
Price$36.19
Change-$1.53 (-4.06%)
VolumeN/A
Net Assets867.33M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
ITGRX vs RPEBX Comparison Chart
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ITGRX vs. RPEBX commentary
Apr 04, 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 ITGRX is a Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. ITGRX (867M). ITGRX pays higher dividends than RPEBX: ITGRX (0.42) vs RPEBX (0.14). ITGRX was incepted earlier than RPEBX: ITGRX (11 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than ITGRX (0.92). ITGRX is a more actively managed with annual turnover of: 47.00 vs. RPEBX (24.00). ITGRX has a lower initial minimum investment than RPEBX: ITGRX (0) vs RPEBX (250). ITGRX annual gain was more profitable for investors over the last year : 3.48 vs. RPEBX (1.77). RPEBX return over 5 years is better than : 65.32 vs. ITGRX (3.79).
| ITGRX | RPEBX | ITGRX / RPEBX | |
| Total Expense Ratio | 0.75 | 1.21 | 62% |
| Annual Report Gross Expense Ratio | 0.92 | 1.21 | 76% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 0.856 | -0.928 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 139B | 1% |
| Annual Yield % from dividends | 0.42 | 0.14 | 302% |
| Returns for 1 year | 3.48 | 1.77 | 197% |
| Returns for 3 years | -32.45 | 1.30 | -2,489% |
| Returns for 5 years | 3.79 | 65.32 | 6% |
| Returns for 10 years | -10.62 | 57.08 | -19% |
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