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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$36.88
Change-$0.71 (-1.89%)
VolumeN/A
Net Assets915.57M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
IVINX vs RPEBX Comparison Chart
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IVINX vs. RPEBX commentary
Feb 23, 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 148B vs. IVINX (916M). IVINX pays higher dividends than RPEBX: IVINX (0.55) vs RPEBX (0.46). IVINX was incepted earlier than RPEBX: IVINX (39 years) vs RPEBX (10 years). IVINX is a more actively managed with annual turnover of: 39.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than IVINX: RPEBX (250) vs IVINX (1000). RPEBX (9.79) and IVINX (9.63) have marching annual gain over last year. RPEBX return over 5 years is better than : 31.20 vs. IVINX (-24.05).
| IVINX | RPEBX | IVINX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 10 years | - |
| Gain YTD | 4.713 | 4.539 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 148B | 1% |
| Annual Yield % from dividends | 0.55 | 0.46 | 120% |
| Returns for 1 year | 9.63 | 9.79 | 98% |
| Returns for 3 years | -31.92 | 13.14 | -243% |
| Returns for 5 years | -24.05 | 31.20 | -77% |
| Returns for 10 years | -12.84 | 67.02 | -19% |
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