Ad is loading...
IVIYX vs RNPHX
IVIYX vs RNPHX Comparison
Open Charts IVIYX vs RNPHX
Macquarie Global Growth Fund
Price$31.74
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets773.83M
American Funds New Perspective R5E
Price$53.81
Change-$0.50 (-0.92%)
VolumeN/A
Net Assets123.75B
IVIYX vs RNPHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVIYX vs. RNPHX commentary
Apr 10, 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 Hold and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 124B vs. IVIYX (774M). RNPHX pays higher dividends than IVIYX: RNPHX (0.76) vs IVIYX (0.25). IVIYX was incepted earlier than RNPHX: IVIYX (22 years) vs RNPHX (9 years). IVIYX (1.20) is less costly to investors than RNPHX (0.56). IVIYX is a more actively managed with annual turnover of: 47.00 vs. RNPHX (24.00). IVIYX has a lower initial minimum investment than RNPHX: IVIYX (0) vs RNPHX (250). IVIYX annual gain was more profitable for investors over the last year : -8.99 vs. RNPHX (-9.58). RNPHX return over 5 years is better than : 36.32 vs. IVIYX (-19.71).
| 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 | 9 years | - |
| Gain YTD | -10.818 | -12.419 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 124B | 1% |
| Annual Yield % from dividends | 0.25 | 0.76 | 34% |
| Returns for 1 year | -8.99 | -9.58 | 94% |
| Returns for 3 years | -40.32 | -5.57 | 724% |
| Returns for 5 years | -19.71 | 36.32 | -54% |
| Returns for 10 years | -26.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...