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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$39.54
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets924.95M
American Funds New Perspective R2E
Price$67.66
Change+$0.23 (+0.34%)
VolumeN/A
Net Assets154.98B
IVINX vs RPEBX Comparison Chart in %
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IVINX vs. RPEBX commentary
Jul 01, 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: 155B vs. IVINX (925M). IVINX pays higher dividends than RPEBX: IVINX (0.23) vs RPEBX (0.13). 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: 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 : 11.55 vs. IVINX (10.52). RPEBX return over 5 years is better than : 42.99 vs. IVINX (-14.02).
| 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 | 12.266 | 11.695 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 155B | 1% |
| Annual Yield % from dividends | 0.23 | 0.13 | 179% |
| Returns for 1 year | 10.52 | 11.55 | 91% |
| Returns for 3 years | -14.96 | 43.32 | -35% |
| Returns for 5 years | -14.02 | 42.99 | -33% |
| Returns for 10 years | -5.85 | 76.82 | -8% |
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