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IVINX vs RNPAX
IVINX vs RNPAX Comparison
Open Charts IVINX vs RNPAX
Delaware Ivy Global Growth Fund
Price$35.28
Change-$1.00 (-2.76%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R1
Price$60.37
Change-$1.92 (-3.08%)
VolumeN/A
CapitalizationN/A
IVINX vs RNPAX Comparison Chart
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IVINX vs. RNPAX commentary
Dec 19, 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 IVINX is a Hold and RNPAX is a Buy.
FUNDAMENTALS
Fundamentals
RNPAX has more cash in the bank: 149B vs. IVINX (927M). IVINX pays higher dividends than RNPAX: IVINX (0.55) vs RNPAX (0.47). IVINX was incepted earlier than RNPAX: IVINX (39 years) vs RNPAX (23 years). IVINX is a more actively managed with annual turnover of: 39.00 vs. RNPAX (17.00). RNPAX has a lower initial minimum investment than IVINX: RNPAX (250) vs IVINX (1000). RNPAX annual gain was more profitable for investors over the last year : 21.28 vs. IVINX (17.39). RNPAX return over 5 years is better than : 40.07 vs. IVINX (-22.29).
| IVINX | RNPAX | IVINX / RNPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 16.558 | 20.647 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 149B | 1% |
| Annual Yield % from dividends | 0.55 | 0.47 | 118% |
| Returns for 1 year | 17.39 | 21.28 | 82% |
| Returns for 3 years | -36.42 | 5.14 | -709% |
| Returns for 5 years | -22.29 | 40.07 | -56% |
| Returns for 10 years | -10.21 | 67.36 | -15% |