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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$20.98
Change+$0.15 (+0.72%)
VolumeN/A
Net Assets913.92M
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
IVNCX vs RPEBX Comparison Chart
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IVNCX vs. RPEBX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. IVNCX (914M). IVNCX pays higher dividends than RPEBX: IVNCX (0.86) vs RPEBX (0.46). IVNCX was incepted earlier than RPEBX: IVNCX (29 years) vs RPEBX (10 years). IVNCX is a more actively managed with annual turnover of: 39.00 vs. RPEBX (17.00). 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 : 14.72 vs. IVNCX (12.70). RPEBX return over 5 years is better than : 29.02 vs. IVNCX (-47.80).
| IVNCX | RPEBX | IVNCX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 2.642 | 2.037 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 145B | 1% |
| Annual Yield % from dividends | 0.86 | 0.46 | 188% |
| Returns for 1 year | 12.70 | 14.72 | 86% |
| Returns for 3 years | -53.60 | 1.17 | -4,586% |
| Returns for 5 years | -47.80 | 29.02 | -165% |
| Returns for 10 years | -40.88 | 71.73 | -57% |
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