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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$40.55
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets872.59M
American Funds New Perspective R2E
Price$70.03
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
IVIYX vs RPEBX Comparison Chart in %
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IVIYX vs. RPEBX commentary
Nov 20, 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: 159B vs. IVIYX (873M). IVIYX pays higher dividends than RPEBX: IVIYX (0.22) vs RPEBX (0.11). IVIYX was incepted earlier than RPEBX: IVIYX (22 years) vs RPEBX (11 years). IVIYX (1.31) is less costly to investors than RPEBX (1.21). 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 : 11.10 vs. IVIYX (8.95). RPEBX return over 5 years is better than : 24.39 vs. IVIYX (-23.48).
| IVIYX | RPEBX | IVIYX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.21 | 108% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 13.936 | 16.001 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 159B | 1% |
| Annual Yield % from dividends | 0.22 | 0.11 | 189% |
| Returns for 1 year | 8.95 | 11.10 | 81% |
| Returns for 3 years | -17.18 | 44.58 | -39% |
| Returns for 5 years | -23.48 | 24.39 | -96% |
| Returns for 10 years | -2.78 | 81.14 | -3% |
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