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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$36.55
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets913.92M
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
IVIYX vs RPEBX Comparison Chart
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IVIYX vs. RPEBX commentary
Jan 19, 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 RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. IVIYX (914M). IVIYX pays higher dividends than RPEBX: IVIYX (0.62) vs RPEBX (0.46). IVIYX was incepted earlier than RPEBX: IVIYX (22 years) vs RPEBX (10 years). IVIYX is a more actively managed with annual turnover of: 39.00 vs. RPEBX (17.00). IVIYX has a lower initial minimum investment than RPEBX: IVIYX (0) vs RPEBX (250). IVIYX annual gain was more profitable for investors over the last year : 16.43 vs. RPEBX (14.72). RPEBX return over 5 years is better than : 29.02 vs. IVIYX (-25.39).
| IVIYX | RPEBX | IVIYX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 2.697 | 2.037 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 145B | 1% |
| Annual Yield % from dividends | 0.62 | 0.46 | 134% |
| Returns for 1 year | 16.43 | 14.72 | 112% |
| Returns for 3 years | -36.29 | 1.17 | -3,105% |
| Returns for 5 years | -25.39 | 29.02 | -87% |
| Returns for 10 years | -9.19 | 71.73 | -13% |
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