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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$37.27
Change-$0.72 (-1.90%)
VolumeN/A
Net Assets915.57M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
IVIYX vs RPEBX Comparison Chart
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IVIYX vs. RPEBX commentary
Feb 23, 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: 148B vs. IVIYX (916M). 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). RPEBX (9.79) and IVIYX (9.69) have marching annual gain over last year. RPEBX return over 5 years is better than : 31.20 vs. IVIYX (-23.59).
| 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 | 4.720 | 4.539 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 148B | 1% |
| Annual Yield % from dividends | 0.62 | 0.46 | 134% |
| Returns for 1 year | 9.69 | 9.79 | 99% |
| Returns for 3 years | -31.55 | 13.14 | -240% |
| Returns for 5 years | -23.59 | 31.20 | -76% |
| Returns for 10 years | -12.03 | 67.02 | -18% |
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