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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Macquarie Global Growth Fund
Price$22.91
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets920.13M
American Funds New Perspective R5E
Price$69.20
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets155.12B
IVNCX vs RNPHX Comparison Chart in %
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IVNCX vs. RNPHX commentary
Jul 18, 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: 155B vs. IVNCX (920M). RNPHX pays higher dividends than IVNCX: RNPHX (0.67) vs IVNCX (0.37). IVNCX was incepted earlier than RNPHX: IVNCX (29 years) vs RNPHX (10 years). IVNCX (1.95) is less costly to investors than RNPHX (0.56). IVNCX is a more actively managed with annual turnover of: 55.00 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 : 9.04 vs. IVNCX (3.94). RNPHX return over 5 years is better than : 40.69 vs. IVNCX (-41.47).
| 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 | 10 years | - |
| Gain YTD | 11.986 | 12.630 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 155B | 1% |
| Annual Yield % from dividends | 0.37 | 0.67 | 55% |
| Returns for 1 year | 3.94 | 9.04 | 44% |
| Returns for 3 years | -37.18 | 45.83 | -81% |
| Returns for 5 years | -41.47 | 40.69 | -102% |
| Returns for 10 years | -39.14 | N/A | - |
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