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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$40.61
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets930.41M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.24B
IVIYX vs RPEBX Comparison Chart in %
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IVIYX vs. RPEBX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 158B vs. IVIYX (930M). IVIYX pays higher dividends than RPEBX: IVIYX (0.23) vs RPEBX (0.12). IVIYX was incepted earlier than RPEBX: IVIYX (22 years) vs RPEBX (11 years). RPEBX (1.21) and IVIYX (1.20) have similar cost to investors . IVIYX is a more actively managed with annual turnover of: 55.00 vs. RPEBX (24.00). IVIYX has a lower initial minimum investment than RPEBX: IVIYX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 16.37 vs. IVIYX (13.87). RPEBX return over 5 years is better than : 39.67 vs. IVIYX (-15.63).
| IVIYX | RPEBX | IVIYX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.20 | 1.21 | 99% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 14.133 | 14.345 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 158B | 1% |
| Annual Yield % from dividends | 0.23 | 0.12 | 185% |
| Returns for 1 year | 13.87 | 16.37 | 85% |
| Returns for 3 years | -13.74 | 43.39 | -32% |
| Returns for 5 years | -15.63 | 39.67 | -39% |
| Returns for 10 years | -3.70 | 79.94 | -5% |
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