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IVNCX vs RNPAX
IVNCX vs RNPAX Comparison
Open Charts IVNCX vs RNPAX
Delaware Ivy Global Growth Fund
Price$20.48
Change-$0.58 (-2.75%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R1
Price$60.37
Change-$1.92 (-3.08%)
VolumeN/A
CapitalizationN/A
IVNCX vs RNPAX Comparison Chart
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IVNCX vs. RNPAX commentary
Dec 19, 2024
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 IVNCX is a StrongBuy and RNPAX is a Buy.
FUNDAMENTALS
Fundamentals
RNPAX has more cash in the bank: 149B vs. IVNCX (927M). IVNCX pays higher dividends than RNPAX: IVNCX (0.86) vs RNPAX (0.47). IVNCX was incepted earlier than RNPAX: IVNCX (29 years) vs RNPAX (23 years). IVNCX is a more actively managed with annual turnover of: 39.00 vs. RNPAX (17.00). RNPAX has a lower initial minimum investment than IVNCX: RNPAX (250) vs IVNCX (1000). RNPAX annual gain was more profitable for investors over the last year : 21.28 vs. IVNCX (13.73). RNPAX return over 5 years is better than : 40.07 vs. IVNCX (-45.31).
| IVNCX | RNPAX | IVNCX / RNPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 12.944 | 20.647 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 149B | 1% |
| Annual Yield % from dividends | 0.86 | 0.47 | 185% |
| Returns for 1 year | 13.73 | 21.28 | 65% |
| Returns for 3 years | -53.46 | 5.14 | -1,040% |
| Returns for 5 years | -45.31 | 40.07 | -113% |
| Returns for 10 years | -41.00 | 67.36 | -61% |