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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$36.17
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets913.92M
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
IVINX vs RPEBX Comparison Chart
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IVINX vs. RPEBX commentary
Jan 19, 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: 145B vs. IVINX (914M). 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). IVINX annual gain was more profitable for investors over the last year : 16.39 vs. RPEBX (14.72). RPEBX return over 5 years is better than : 29.02 vs. IVINX (-25.83).
| 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 | 2.697 | 2.037 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 145B | 1% |
| Annual Yield % from dividends | 0.55 | 0.46 | 120% |
| Returns for 1 year | 16.39 | 14.72 | 111% |
| Returns for 3 years | -36.62 | 1.17 | -3,133% |
| Returns for 5 years | -25.83 | 29.02 | -89% |
| Returns for 10 years | -10.02 | 71.73 | -14% |
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