Ad is loading...
IVINX vs RNPFX
IVINX vs RNPFX Comparison
Open Charts IVINX vs RNPFX
Delaware Ivy Global Growth Fund
Price$35.28
Change-$1.00 (-2.76%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5
Price$65.94
Change-$2.09 (-3.07%)
VolumeN/A
CapitalizationN/A
IVINX vs RNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVINX vs. RNPFX 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 RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 149B vs. IVINX (927M). RNPFX pays higher dividends than IVINX: RNPFX (1.07) vs IVINX (0.55). IVINX was incepted earlier than RNPFX: IVINX (39 years) vs RNPFX (23 years). IVINX is a more actively managed with annual turnover of: 39.00 vs. RNPFX (17.00). RNPFX has a lower initial minimum investment than IVINX: RNPFX (250) vs IVINX (1000). RNPFX annual gain was more profitable for investors over the last year : 22.51 vs. IVINX (17.39). RNPFX return over 5 years is better than : 47.35 vs. IVINX (-22.29).
| IVINX | RNPFX | IVINX / RNPFX | |
| 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 | 21.830 | 76% |
| 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 | 1.07 | 51% |
| Returns for 1 year | 17.39 | 22.51 | 77% |
| Returns for 3 years | -36.42 | 7.96 | -458% |
| Returns for 5 years | -22.29 | 47.35 | -47% |
| Returns for 10 years | -10.21 | 78.87 | -13% |
View a ticker or compare two or three
VS
VS
Ad is loading...