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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Macquarie Global Growth Fund
Price$20.22
Change+$0.38 (+1.92%)
VolumeN/A
Net Assets829.93M
American Funds New Perspective R5E
Price$60.48
Change+$1.15 (+1.94%)
VolumeN/A
Net Assets134.95B
IVNCX vs RNPHX Comparison Chart
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IVNCX vs. RNPHX commentary
Apr 25, 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 IVNCX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 135B vs. IVNCX (830M). RNPHX pays higher dividends than IVNCX: RNPHX (0.76) vs IVNCX (0.41). IVNCX was incepted earlier than RNPHX: IVNCX (29 years) vs RNPHX (9 years). IVNCX (1.95) is less costly to investors than RNPHX (0.56). IVNCX is a more actively managed with annual turnover of: 47.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than IVNCX: RNPHX (250) vs IVNCX (1000). RNPHX annual gain was more profitable for investors over the last year : 4.43 vs. IVNCX (-1.35). RNPHX return over 5 years is better than : 48.33 vs. IVNCX (-40.75).
| IVNCX | RNPHX | IVNCX / RNPHX | |
| Total Expense Ratio | 1.85 | 0.56 | 330% |
| Annual Report Gross Expense Ratio | 1.95 | 0.56 | 348% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -2.935 | -1.562 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 135B | 1% |
| Annual Yield % from dividends | 0.41 | 0.76 | 54% |
| Returns for 1 year | -1.35 | 4.43 | -30% |
| Returns for 3 years | -50.62 | 11.90 | -425% |
| Returns for 5 years | -40.75 | 48.33 | -84% |
| Returns for 10 years | -47.75 | N/A | - |