Interact to see
Advertisement
Advertisement
IVINX vs RNPHX
IVINX vs RNPHX Comparison
Open Charts IVINX vs RNPHX
Macquarie Global Growth Fund
Price$38.22
Change-$0.51 (-1.32%)
VolumeN/A
Net Assets901.35M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
IVINX vs RNPHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVINX vs. RNPHX commentary
Jun 16, 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 IVINX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 151B vs. IVINX (901M). RNPHX pays higher dividends than IVINX: RNPHX (0.70) vs IVINX (0.23). IVINX was incepted earlier than RNPHX: IVINX (39 years) vs RNPHX (10 years). IVINX (1.19) is less costly to investors than RNPHX (0.56). IVINX is a more actively managed with annual turnover of: 47.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than IVINX: RNPHX (250) vs IVINX (1000). RNPHX annual gain was more profitable for investors over the last year : 9.06 vs. IVINX (7.28). RNPHX return over 5 years is better than : 48.85 vs. IVINX (-14.03).
| IVINX | RNPHX | IVINX / RNPHX | |
| Total Expense Ratio | 1.10 | 0.56 | 196% |
| Annual Report Gross Expense Ratio | 1.19 | 0.56 | 212% |
| Fund Existence | 39 years | 10 years | - |
| Gain YTD | 8.518 | 8.773 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 151B | 1% |
| Annual Yield % from dividends | 0.23 | 0.70 | 33% |
| Returns for 1 year | 7.28 | 9.06 | 80% |
| Returns for 3 years | -16.37 | 43.45 | -38% |
| Returns for 5 years | -14.03 | 48.85 | -29% |
| Returns for 10 years | -9.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement