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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$38.48
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets907.1M
American Funds New Perspective R2E
Price$65.62
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets150.13B
IVINX vs RPEBX Comparison Chart
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IVINX vs. RPEBX commentary
Jun 07, 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: 150B vs. IVINX (907M). 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: 47.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than IVINX: RPEBX (250) vs IVINX (1000). RPEBX (8.68) and IVINX (8.44) have marching annual gain over last year. RPEBX return over 5 years is better than : 40.81 vs. IVINX (-16.84).
| 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 | 9.256 | 8.696 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 150B | 1% |
| Annual Yield % from dividends | 0.23 | 0.13 | 179% |
| Returns for 1 year | 8.44 | 8.68 | 97% |
| Returns for 3 years | -24.26 | 27.35 | -89% |
| Returns for 5 years | -16.84 | 40.81 | -41% |
| Returns for 10 years | -8.58 | 71.81 | -12% |
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