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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$23.73
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets925.14M
American Funds New Perspective R2E
Price$71.76
Change-$0.41 (-0.57%)
VolumeN/A
Net Assets164.4B
IVNCX vs RPEBX Comparison Chart in %
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IVNCX vs. RPEBX commentary
Oct 09, 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 164B vs. IVNCX (925M). IVNCX pays higher dividends than RPEBX: IVNCX (0.36) vs RPEBX (0.12). IVNCX was incepted earlier than RPEBX: IVNCX (29 years) vs RPEBX (11 years). IVNCX (1.95) is less costly to investors than RPEBX (1.21). IVNCX is a more actively managed with annual turnover of: 55.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than IVNCX: RPEBX (250) vs IVNCX (1000). RPEBX annual gain was more profitable for investors over the last year : 13.25 vs. IVNCX (9.04). RPEBX return over 5 years is better than : 33.50 vs. IVNCX (-42.77).
| IVNCX | RPEBX | IVNCX / RPEBX | |
| Total Expense Ratio | 1.85 | 1.21 | 153% |
| Annual Report Gross Expense Ratio | 1.95 | 1.21 | 161% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 16.683 | 18.867 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 164B | 1% |
| Annual Yield % from dividends | 0.36 | 0.12 | 305% |
| Returns for 1 year | 9.04 | 13.25 | 68% |
| Returns for 3 years | -30.99 | 61.68 | -50% |
| Returns for 5 years | -42.77 | 33.50 | -128% |
| Returns for 10 years | -32.48 | 92.90 | -35% |
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