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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$41.33
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets893.12M
American Funds New Perspective R2E
Price$72.22
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets163.52B
IVINX vs RPEBX Comparison Chart in %
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IVINX vs. RPEBX commentary
Nov 30, 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 StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. IVINX (893M). IVINX pays higher dividends than RPEBX: IVINX (0.21) vs RPEBX (0.12). IVINX was incepted earlier than RPEBX: IVINX (40 years) vs RPEBX (11 years). IVINX (1.30) is less costly to investors than RPEBX (1.21). IVINX is a more actively managed with annual turnover of: 55.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than IVINX: RPEBX (250) vs IVINX (1000). RPEBX annual gain was more profitable for investors over the last year : 13.48 vs. IVINX (11.01). RPEBX return over 5 years is better than : 24.35 vs. IVINX (-23.62).
| IVINX | RPEBX | IVINX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.30 | 1.21 | 107% |
| Fund Existence | 40 years | 11 years | - |
| Gain YTD | 17.348 | 19.629 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 164B | 1% |
| Annual Yield % from dividends | 0.21 | 0.12 | 183% |
| Returns for 1 year | 11.01 | 13.48 | 82% |
| Returns for 3 years | -15.26 | 48.76 | -31% |
| Returns for 5 years | -23.62 | 24.35 | -97% |
| Returns for 10 years | -2.25 | 86.18 | -3% |
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