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IVINX vs RNPHX
IVINX vs RNPHX Comparison
Open Charts IVINX vs RNPHX
Macquarie Global Growth Fund
Price$34.99
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets846.27M
American Funds New Perspective R5E
Price$60.99
Change+$0.51 (+0.84%)
VolumeN/A
Net Assets138.68B
IVINX vs RNPHX Comparison Chart
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IVINX vs. RNPHX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 139B vs. IVINX (846M). 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). RNPHX annual gain was more profitable for investors over the last year : 5.82 vs. IVINX (4.73). RNPHX return over 5 years is better than : 49.58 vs. IVINX (-14.11).
| 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 | -0.653 | -0.732 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 139B | 1% |
| Annual Yield % from dividends | 0.25 | 0.76 | 33% |
| Returns for 1 year | 4.73 | 5.82 | 81% |
| Returns for 3 years | -29.35 | 17.18 | -171% |
| Returns for 5 years | -14.11 | 49.58 | -28% |
| Returns for 10 years | -18.22 | N/A | - |
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