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IVNCX vs RNPEX
IVNCX vs RNPEX Comparison
Open Charts IVNCX vs RNPEX
Delaware Ivy Global Growth Fund
Price$20.48
Change-$0.58 (-2.75%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R4
Price$64.62
Change-$2.05 (-3.07%)
VolumeN/A
CapitalizationN/A
IVNCX vs RNPEX Comparison Chart
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IVNCX vs. RNPEX 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 149B vs. IVNCX (927M). IVNCX (0.86) and RNPEX (0.83) have matching dividends . IVNCX was incepted earlier than RNPEX: IVNCX (29 years) vs RNPEX (23 years). IVNCX is a more actively managed with annual turnover of: 39.00 vs. RNPEX (17.00). RNPEX has a lower initial minimum investment than IVNCX: RNPEX (250) vs IVNCX (1000). RNPEX annual gain was more profitable for investors over the last year : 22.17 vs. IVNCX (13.73). RNPEX return over 5 years is better than : 45.56 vs. IVNCX (-45.31).
| IVNCX | RNPEX | IVNCX / RNPEX | |
| 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 | 21.483 | 60% |
| 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 | 0.83 | 104% |
| Returns for 1 year | 13.73 | 22.17 | 62% |
| Returns for 3 years | -53.46 | 7.22 | -741% |
| Returns for 5 years | -45.31 | 45.56 | -99% |
| Returns for 10 years | -41.00 | 76.05 | -54% |
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