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ITGRX vs RPEBX
ITGRX vs RPEBX Comparison
Open Charts ITGRX vs RPEBX
Delaware Ivy Global Growth Fund Class R6
Price$39.07
Change-$0.21 (-0.53%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.99
Change-$0.38 (-0.60%)
VolumeN/A
CapitalizationN/A
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ITGRX vs RPEBX Comparison Chart
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ITGRX vs. RPEBX commentary
Sep 21, 2024
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 StrongBuy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. ITGRX (962M). ITGRX pays higher dividends than RPEBX: ITGRX (0.94) vs RPEBX (0.46). ITGRX was incepted earlier than RPEBX: ITGRX (10 years) vs RPEBX (10 years). ITGRX is a more actively managed with annual turnover of: 39.00 vs. RPEBX (17.00). 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 : 23.37 vs. RPEBX (22.17). RPEBX return over 5 years is better than : 43.36 vs. ITGRX (-13.32).
| ITGRX | RPEBX | ITGRX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 18.322 | 15.727 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 145B | 1% |
| Annual Yield % from dividends | 0.94 | 0.46 | 204% |
| Returns for 1 year | 23.37 | 22.17 | 105% |
| Returns for 3 years | -36.25 | -5.24 | 692% |
| Returns for 5 years | -13.32 | 43.36 | -31% |
| Returns for 10 years | -3.44 | 66.03 | -5% |
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