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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$23.14
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets872.59M
American Funds New Perspective R2E
Price$70.03
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
IVNCX vs RPEBX Comparison Chart in %
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IVNCX vs. RPEBX commentary
Nov 20, 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 Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 159B vs. IVNCX (873M). IVNCX pays higher dividends than RPEBX: IVNCX (0.35) vs RPEBX (0.11). IVNCX was incepted earlier than RPEBX: IVNCX (30 years) vs RPEBX (11 years). IVNCX (2.06) 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 : 11.10 vs. IVNCX (5.55). RPEBX return over 5 years is better than : 24.39 vs. IVNCX (-46.35).
| IVNCX | RPEBX | IVNCX / RPEBX | |
| Total Expense Ratio | 1.85 | 1.21 | 153% |
| Annual Report Gross Expense Ratio | 2.06 | 1.21 | 170% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 13.209 | 16.001 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 159B | 1% |
| Annual Yield % from dividends | 0.35 | 0.11 | 309% |
| Returns for 1 year | 5.55 | 11.10 | 50% |
| Returns for 3 years | -39.57 | 44.58 | -89% |
| Returns for 5 years | -46.35 | 24.39 | -190% |
| Returns for 10 years | -36.63 | 81.14 | -45% |
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