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IVINX vs RNPHX
IVINX vs RNPHX Comparison
Open Charts IVINX vs RNPHX
Macquarie Global Growth Fund
Price$38.48
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets907.1M
American Funds New Perspective R5E
Price$66.98
Change+$0.41 (+0.62%)
VolumeN/A
Net Assets150.13B
IVINX vs RNPHX Comparison Chart
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IVINX vs. RNPHX 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 IVINX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 150B vs. IVINX (907M). RNPHX pays higher dividends than IVINX: RNPHX (0.70) vs IVINX (0.23). IVINX was incepted earlier than RNPHX: IVINX (39 years) vs RNPHX (10 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 : 9.48 vs. IVINX (8.44). RNPHX return over 5 years is better than : 44.59 vs. IVINX (-16.84).
| 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 | 10 years | - |
| Gain YTD | 9.256 | 9.017 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 150B | 1% |
| Annual Yield % from dividends | 0.23 | 0.70 | 33% |
| Returns for 1 year | 8.44 | 9.48 | 89% |
| Returns for 3 years | -24.26 | 29.25 | -83% |
| Returns for 5 years | -16.84 | 44.59 | -38% |
| Returns for 10 years | -8.58 | N/A | - |
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