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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$31.74
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets773.83M
American Funds New Perspective R2E
Price$52.78
Change-$0.48 (-0.90%)
VolumeN/A
Net Assets123.75B
IVIYX vs RPEBX Comparison Chart
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IVIYX vs. RPEBX 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 124B vs. IVIYX (774M). IVIYX pays higher dividends than RPEBX: IVIYX (0.25) vs RPEBX (0.14). 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: 47.00 vs. RPEBX (24.00). 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 : -8.99 vs. RPEBX (-10.22). RPEBX return over 5 years is better than : 32.80 vs. IVIYX (-19.71).
| 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 | -10.818 | -12.572 | 86% |
| 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 | 0.14 | 182% |
| Returns for 1 year | -8.99 | -10.22 | 88% |
| Returns for 3 years | -40.32 | -6.95 | 580% |
| Returns for 5 years | -19.71 | 32.80 | -60% |
| Returns for 10 years | -26.89 | 36.91 | -73% |
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