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IVINX vs RNPHX
IVINX vs RNPHX Comparison
Open Charts IVINX vs RNPHX
Macquarie Global Growth Fund
Price$39.83
Change+$0.32 (+0.81%)
VolumeN/A
Net Assets930.57M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
IVINX vs RNPHX Comparison Chart in %
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IVINX vs. RNPHX commentary
Jul 08, 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: 156B vs. IVINX (931M). RNPHX pays higher dividends than IVINX: RNPHX (0.67) vs IVINX (0.22). 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 : 11.41 vs. IVINX (9.65). RNPHX return over 5 years is better than : 46.57 vs. IVINX (-14.13).
| 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 | 13.089 | 13.053 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 156B | 1% |
| Annual Yield % from dividends | 0.22 | 0.67 | 33% |
| Returns for 1 year | 9.65 | 11.41 | 85% |
| Returns for 3 years | -14.33 | 46.75 | -31% |
| Returns for 5 years | -14.13 | 46.57 | -30% |
| Returns for 10 years | -3.82 | N/A | - |