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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$34.99
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets846.27M
American Funds New Perspective R2E
Price$59.80
Change+$0.50 (+0.84%)
VolumeN/A
Net Assets138.68B
IVINX vs RPEBX Comparison Chart
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IVINX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. IVINX (846M). IVINX pays higher dividends than RPEBX: IVINX (0.25) vs RPEBX (0.14). IVINX was incepted earlier than RPEBX: IVINX (39 years) vs RPEBX (11 years). RPEBX (1.21) and IVINX (1.19) have similar cost to investors . IVINX is a more actively managed with annual turnover of: 47.00 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 : 5.05 vs. IVINX (4.73). RPEBX return over 5 years is better than : 45.69 vs. IVINX (-14.11).
| IVINX | RPEBX | IVINX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.19 | 1.21 | 98% |
| Fund Existence | 39 years | 11 years | - |
| Gain YTD | -0.653 | -0.944 | 69% |
| 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 | 0.14 | 177% |
| Returns for 1 year | 4.73 | 5.05 | 94% |
| Returns for 3 years | -29.35 | 15.45 | -190% |
| Returns for 5 years | -14.11 | 45.69 | -31% |
| Returns for 10 years | -18.22 | 53.06 | -34% |