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IVIYX vs RNPHX
IVIYX vs RNPHX Comparison
Open Charts IVIYX vs RNPHX
Delaware Ivy Global Growth Fund
Price$37.00
Change-$0.56 (-1.49%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.00
Change-$0.92 (-1.42%)
VolumeN/A
CapitalizationN/A
IVIYX vs RNPHX Comparison Chart
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IVIYX vs. RNPHX commentary
Nov 18, 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 RNPHX is a StrongSell.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. IVIYX (919M). RNPHX pays higher dividends than IVIYX: RNPHX (1.00) vs IVIYX (0.62). IVIYX was incepted earlier than RNPHX: IVIYX (21 years) vs RNPHX (9 years). IVIYX is a more actively managed with annual turnover of: 39.00 vs. RNPHX (17.00). 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 : 18.29 vs. IVIYX (17.04). RNPHX return over 5 years is better than : 39.74 vs. IVIYX (-19.13).
| IVIYX | RNPHX | IVIYX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 17.423 | 15.649 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 142B | 1% |
| Annual Yield % from dividends | 0.62 | 1.00 | 62% |
| Returns for 1 year | 17.04 | 18.29 | 93% |
| Returns for 3 years | -42.35 | -9.77 | 434% |
| Returns for 5 years | -19.13 | 39.74 | -48% |
| Returns for 10 years | -9.40 | N/A | - |