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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$41.24
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets920.1M
American Funds New Perspective R2E
Price$72.17
Change+$0.41 (+0.57%)
VolumeN/A
Net Assets164.4B
IVINX vs RPEBX Comparison Chart in %
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IVINX vs. RPEBX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. IVINX (920M). IVINX pays higher dividends than RPEBX: IVINX (0.21) vs RPEBX (0.12). 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 : 13.31 vs. IVINX (10.88). RPEBX return over 5 years is better than : 32.67 vs. IVINX (-20.09).
| 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 | 16.809 | 19.546 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 164B | 1% |
| Annual Yield % from dividends | 0.21 | 0.12 | 182% |
| Returns for 1 year | 10.88 | 13.31 | 82% |
| Returns for 3 years | -6.34 | 62.60 | -10% |
| Returns for 5 years | -20.09 | 32.67 | -62% |
| Returns for 10 years | 2.29 | 94.00 | 2% |
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