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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$19.72
Change-$0.83 (-4.04%)
VolumeN/A
Net Assets867.33M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
IVNCX vs RPEBX Comparison Chart
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IVNCX vs. RPEBX commentary
Apr 04, 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: 139B vs. IVNCX (867M). 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 : 1.77 vs. IVNCX (-0.28). RPEBX return over 5 years is better than : 65.32 vs. IVNCX (-30.41).
| 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 | 0.538 | -0.928 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 139B | 1% |
| Annual Yield % from dividends | 0.41 | 0.14 | 294% |
| Returns for 1 year | -0.28 | 1.77 | -16% |
| Returns for 3 years | -52.36 | 1.30 | -4,016% |
| Returns for 5 years | -30.41 | 65.32 | -47% |
| Returns for 10 years | -45.19 | 57.08 | -79% |
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