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IVIYX vs RNPFX
IVIYX vs RNPFX Comparison
Open Charts IVIYX vs RNPFX
Delaware Ivy Global Growth Fund
Price$35.65
Change-$1.01 (-2.76%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5
Price$65.94
Change-$2.09 (-3.07%)
VolumeN/A
CapitalizationN/A
IVIYX vs RNPFX Comparison Chart
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IVIYX vs. RNPFX commentary
Dec 19, 2024
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 IVIYX is a StrongBuy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 149B vs. IVIYX (927M). RNPFX pays higher dividends than IVIYX: RNPFX (1.07) vs IVIYX (0.62). IVIYX was incepted earlier than RNPFX: IVIYX (21 years) vs RNPFX (23 years). IVIYX is a more actively managed with annual turnover of: 39.00 vs. RNPFX (17.00). IVIYX has a lower initial minimum investment than RNPFX: IVIYX (0) vs RNPFX (250). RNPFX annual gain was more profitable for investors over the last year : 23.47 vs. IVIYX (17.45). RNPFX return over 5 years is better than : 42.26 vs. IVIYX (-21.84).
| IVIYX | RNPFX | IVIYX / RNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 16.628 | 21.830 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 149B | 1% |
| Annual Yield % from dividends | 0.62 | 1.07 | 58% |
| Returns for 1 year | 17.45 | 23.47 | 74% |
| Returns for 3 years | -36.09 | 7.96 | -454% |
| Returns for 5 years | -21.84 | 42.26 | -52% |
| Returns for 10 years | -9.36 | 78.87 | -12% |
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