Ad is loading...
IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$20.22
Change+$0.38 (+1.92%)
VolumeN/A
Net Assets829.93M
American Funds New Perspective R2E
Price$59.30
Change+$1.13 (+1.94%)
VolumeN/A
Net Assets134.95B
IVNCX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVNCX vs. RPEBX commentary
Apr 26, 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: 135B vs. IVNCX (830M). IVNCX pays higher dividends than RPEBX: IVNCX (0.41) vs RPEBX (0.14). 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 : 3.67 vs. IVNCX (-1.35). RPEBX return over 5 years is better than : 44.47 vs. IVNCX (-40.75).
| 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 | -2.935 | -1.772 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 135B | 1% |
| Annual Yield % from dividends | 0.41 | 0.14 | 294% |
| Returns for 1 year | -1.35 | 3.67 | -37% |
| Returns for 3 years | -50.62 | 10.26 | -494% |
| Returns for 5 years | -40.75 | 44.47 | -92% |
| Returns for 10 years | -47.75 | 51.44 | -93% |
View a ticker or compare two or three
VS
VS
Ad is loading...