Interact to see
Advertisement
Advertisement
ITGRX vs RPEBX
ITGRX vs RPEBX Comparison
Open Charts ITGRX vs RPEBX
Macquarie Global Growth Fund R6
Price$40.93
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets907.1M
American Funds New Perspective R2E
Price$65.62
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets150.13B
ITGRX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITGRX vs. RPEBX commentary
Jun 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 ITGRX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 150B vs. ITGRX (907M). ITGRX pays higher dividends than RPEBX: ITGRX (0.39) vs RPEBX (0.13). 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 (9.04) and RPEBX (8.68) have marching annual gain over last year. RPEBX return over 5 years is better than : 40.81 vs. ITGRX (-12.69).
| 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 | 9.438 | 8.696 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 150B | 1% |
| Annual Yield % from dividends | 0.39 | 0.13 | 306% |
| Returns for 1 year | 9.04 | 8.68 | 104% |
| Returns for 3 years | -21.36 | 27.35 | -78% |
| Returns for 5 years | -12.69 | 40.81 | -31% |
| Returns for 10 years | -2.10 | 71.81 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement