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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$34.04
Change-$1.44 (-4.06%)
VolumeN/A
Net Assets867.33M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
IVINX vs RPEBX Comparison Chart
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IVINX vs. RPEBX commentary
Apr 04, 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: 139B vs. IVINX (867M). 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). IVINX annual gain was more profitable for investors over the last year : 2.94 vs. RPEBX (1.77). RPEBX return over 5 years is better than : 65.32 vs. IVINX (-1.18).
| 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 | 0.738 | -0.928 | -80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 139B | 1% |
| Annual Yield % from dividends | 0.25 | 0.14 | 177% |
| Returns for 1 year | 2.94 | 1.77 | 166% |
| Returns for 3 years | -34.97 | 1.30 | -2,682% |
| Returns for 5 years | -1.18 | 65.32 | -2% |
| Returns for 10 years | -16.57 | 57.08 | -29% |
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