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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Delaware Ivy Global Growth Fund
Price$21.83
Change-$0.33 (-1.49%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$64.00
Change-$0.92 (-1.42%)
VolumeN/A
CapitalizationN/A
IVNCX vs RNPHX Comparison Chart
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IVNCX vs. RNPHX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. IVNCX (919M). RNPHX pays higher dividends than IVNCX: RNPHX (1.00) vs IVNCX (0.86). IVNCX was incepted earlier than RNPHX: IVNCX (29 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 : 18.29 vs. IVNCX (12.16). RNPHX return over 5 years is better than : 39.74 vs. IVNCX (-42.11).
| IVNCX | RNPHX | IVNCX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 16.613 | 15.649 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 142B | 1% |
| Annual Yield % from dividends | 0.86 | 1.00 | 87% |
| Returns for 1 year | 12.16 | 18.29 | 66% |
| Returns for 3 years | -57.39 | -9.77 | 587% |
| Returns for 5 years | -42.11 | 39.74 | -106% |
| Returns for 10 years | -39.65 | N/A | - |