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IVINX vs RNPHX
IVINX vs RNPHX Comparison
Open Charts IVINX vs RNPHX
Macquarie Global Growth Fund
Price$34.04
Change-$1.44 (-4.06%)
VolumeN/A
Net Assets867.33M
American Funds New Perspective R5E
Price$58.55
Change-$2.42 (-3.97%)
VolumeN/A
Net Assets139.04B
IVINX vs RNPHX Comparison Chart
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IVINX vs. RNPHX 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 IVINX is a Buy and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 139B vs. IVINX (867M). RNPHX pays higher dividends than IVINX: RNPHX (0.76) vs IVINX (0.25). IVINX was incepted earlier than RNPHX: IVINX (39 years) vs RNPHX (9 years). IVINX (1.19) is less costly to investors than RNPHX (0.56). IVINX is a more actively managed with annual turnover of: 47.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than IVINX: RNPHX (250) vs IVINX (1000). IVINX annual gain was more profitable for investors over the last year : 2.80 vs. RNPHX (2.50). RNPHX return over 5 years is better than : 69.70 vs. IVINX (-1.71).
| IVINX | RNPHX | IVINX / RNPHX | |
| Total Expense Ratio | 1.10 | 0.56 | 196% |
| Annual Report Gross Expense Ratio | 1.19 | 0.56 | 212% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 0.199 | -0.765 | -26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 139B | 1% |
| Annual Yield % from dividends | 0.25 | 0.76 | 33% |
| Returns for 1 year | 2.80 | 2.50 | 112% |
| Returns for 3 years | -34.82 | 2.81 | -1,238% |
| Returns for 5 years | -1.71 | 69.70 | -2% |
| Returns for 10 years | -16.73 | N/A | - |
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