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IVIYX vs RNPHX
IVIYX vs RNPHX Comparison
Open Charts IVIYX vs RNPHX
Macquarie Global Growth Fund
Price$38.88
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets907.1M
American Funds New Perspective R5E
Price$66.98
Change+$0.41 (+0.62%)
VolumeN/A
Net Assets150.13B
IVIYX vs RNPHX Comparison Chart
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IVIYX vs. RNPHX 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 IVIYX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 150B vs. IVIYX (907M). RNPHX pays higher dividends than IVIYX: RNPHX (0.70) vs IVIYX (0.24). 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: 47.00 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 : 9.48 vs. IVIYX (8.47). RNPHX return over 5 years is better than : 44.59 vs. IVIYX (-16.36).
| 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 | 9.244 | 9.017 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 150B | 1% |
| Annual Yield % from dividends | 0.24 | 0.70 | 34% |
| Returns for 1 year | 8.47 | 9.48 | 89% |
| Returns for 3 years | -23.86 | 29.25 | -82% |
| Returns for 5 years | -16.36 | 44.59 | -37% |
| Returns for 10 years | -7.78 | N/A | - |
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