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IVIYX vs RNPHX
IVIYX vs RNPHX Comparison
Open Charts IVIYX vs RNPHX
Macquarie Global Growth Fund
Price$40.25
Change+$0.33 (+0.83%)
VolumeN/A
Net Assets930.57M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
IVIYX vs RNPHX Comparison Chart in %
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IVIYX vs. RNPHX commentary
Jul 06, 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 IVIYX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. IVIYX (931M). RNPHX pays higher dividends than IVIYX: RNPHX (0.67) vs IVIYX (0.23). IVIYX was incepted earlier than RNPHX: IVIYX (22 years) vs RNPHX (10 years). IVIYX (1.20) is less costly to investors than RNPHX (0.56). IVIYX is a more actively managed with annual turnover of: 55.00 vs. RNPHX (24.00). IVIYX has a lower initial minimum investment than RNPHX: IVIYX (0) vs RNPHX (250). RNPHX annual gain was more profitable for investors over the last year : 11.41 vs. IVIYX (9.73). RNPHX return over 5 years is better than : 46.57 vs. IVIYX (-13.62).
| IVIYX | RNPHX | IVIYX / RNPHX | |
| Total Expense Ratio | 1.10 | 0.56 | 196% |
| Annual Report Gross Expense Ratio | 1.20 | 0.56 | 214% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 13.094 | 13.053 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 156B | 1% |
| Annual Yield % from dividends | 0.23 | 0.67 | 34% |
| Returns for 1 year | 9.73 | 11.41 | 85% |
| Returns for 3 years | -13.87 | 46.75 | -30% |
| Returns for 5 years | -13.62 | 46.57 | -29% |
| Returns for 10 years | -2.97 | N/A | - |
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