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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Delaware Ivy Global Growth Fund
Price$21.97
Change-$0.13 (-0.59%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.33
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
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IVNCX vs RNPHX Comparison Chart
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IVNCX vs. RNPHX commentary
Sep 21, 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 RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 145B vs. IVNCX (962M). RNPHX pays higher dividends than IVNCX: RNPHX (1.00) vs IVNCX (0.86). IVNCX was incepted earlier than RNPHX: IVNCX (28 years) vs RNPHX (9 years). IVNCX is a more actively managed with annual turnover of: 39.00 vs. RNPHX (17.00). 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 : 23.04 vs. IVNCX (17.54). RNPHX return over 5 years is better than : 46.21 vs. IVNCX (-40.53).
| IVNCX | RNPHX | IVNCX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 17.361 | 16.245 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 145B | 1% |
| Annual Yield % from dividends | 0.86 | 1.00 | 87% |
| Returns for 1 year | 17.54 | 23.04 | 76% |
| Returns for 3 years | -54.42 | -3.82 | 1,425% |
| Returns for 5 years | -40.53 | 46.21 | -88% |
| Returns for 10 years | -39.38 | N/A | - |
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