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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$40.25
Change+$0.33 (+0.83%)
VolumeN/A
Net Assets930.57M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
IVIYX vs RPEBX Comparison Chart in %
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IVIYX vs. RPEBX commentary
Jul 06, 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: 156B vs. IVIYX (931M). 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 : 10.62 vs. IVIYX (9.73). RPEBX return over 5 years is better than : 42.79 vs. IVIYX (-13.62).
| 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 | 13.094 | 12.688 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 156B | 1% |
| Annual Yield % from dividends | 0.23 | 0.12 | 185% |
| Returns for 1 year | 9.73 | 10.62 | 92% |
| Returns for 3 years | -13.87 | 44.60 | -31% |
| Returns for 5 years | -13.62 | 42.79 | -32% |
| Returns for 10 years | -2.97 | 80.13 | -4% |
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