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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Macquarie Global Growth Fund
Price$19.72
Change-$0.83 (-4.04%)
VolumeN/A
Net Assets867.33M
American Funds New Perspective R5E
Price$58.55
Change-$2.42 (-3.97%)
VolumeN/A
Net Assets139.04B
IVNCX vs RNPHX Comparison Chart
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IVNCX vs. RNPHX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 139B vs. IVNCX (867M). 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 : 2.50 vs. IVNCX (-0.28). RNPHX return over 5 years is better than : 69.70 vs. IVNCX (-30.41).
| 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 | 0.538 | -0.765 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 139B | 1% |
| Annual Yield % from dividends | 0.41 | 0.76 | 54% |
| Returns for 1 year | -0.28 | 2.50 | -11% |
| Returns for 3 years | -52.36 | 2.81 | -1,862% |
| Returns for 5 years | -30.41 | 69.70 | -44% |
| Returns for 10 years | -45.19 | N/A | - |
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