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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$40.35
Change-$0.16 (-0.39%)
VolumeN/A
Net Assets902.01M
American Funds New Perspective R2E
Price$71.10
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets162.01B
IVINX vs RPEBX Comparison Chart in %
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IVINX vs. RPEBX commentary
Oct 17, 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 Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 162B vs. IVINX (902M). IVINX pays higher dividends than RPEBX: IVINX (0.21) vs RPEBX (0.12). IVINX was incepted earlier than RPEBX: IVINX (39 years) vs RPEBX (11 years). IVINX (1.30) is less costly to investors than RPEBX (1.21). IVINX is a more actively managed with annual turnover of: 55.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than IVINX: RPEBX (250) vs IVINX (1000). RPEBX annual gain was more profitable for investors over the last year : 10.33 vs. IVINX (8.14). RPEBX return over 5 years is better than : 31.42 vs. IVINX (-21.55).
| IVINX | RPEBX | IVINX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.30 | 1.21 | 107% |
| Fund Existence | 39 years | 11 years | - |
| Gain YTD | 14.566 | 17.774 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 162B | 1% |
| Annual Yield % from dividends | 0.21 | 0.12 | 182% |
| Returns for 1 year | 8.14 | 10.33 | 79% |
| Returns for 3 years | -8.60 | 64.54 | -13% |
| Returns for 5 years | -21.55 | 31.42 | -69% |
| Returns for 10 years | -0.75 | 89.56 | -1% |
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