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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$22.26
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets907.1M
American Funds New Perspective R2E
Price$65.62
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets150.13B
IVNCX vs RPEBX Comparison Chart
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IVNCX vs. RPEBX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 150B vs. IVNCX (907M). IVNCX pays higher dividends than RPEBX: IVNCX (0.38) vs RPEBX (0.13). 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: 47.00 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 : 8.68 vs. IVNCX (5.07). RPEBX return over 5 years is better than : 40.81 vs. IVNCX (-41.43).
| 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 | 8.904 | 8.696 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 150B | 1% |
| Annual Yield % from dividends | 0.38 | 0.13 | 300% |
| Returns for 1 year | 5.07 | 8.68 | 58% |
| Returns for 3 years | -44.48 | 27.35 | -163% |
| Returns for 5 years | -41.43 | 40.81 | -102% |
| Returns for 10 years | -39.93 | 71.81 | -56% |
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