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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$39.83
Change+$0.32 (+0.81%)
VolumeN/A
Net Assets930.57M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
IVINX vs RPEBX Comparison Chart in %
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IVINX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. IVINX (931M). IVINX pays higher dividends than RPEBX: IVINX (0.22) vs RPEBX (0.12). IVINX was incepted earlier than RPEBX: IVINX (39 years) vs RPEBX (11 years). RPEBX (1.21) and IVINX (1.19) have similar cost to investors . IVINX is a more actively managed with annual turnover of: 47.00 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 : 10.62 vs. IVINX (9.65). RPEBX return over 5 years is better than : 42.79 vs. IVINX (-14.13).
| IVINX | RPEBX | IVINX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.19 | 1.21 | 98% |
| Fund Existence | 39 years | 11 years | - |
| Gain YTD | 13.089 | 12.688 | 103% |
| 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 | 0.12 | 179% |
| Returns for 1 year | 9.65 | 10.62 | 91% |
| Returns for 3 years | -14.33 | 44.60 | -32% |
| Returns for 5 years | -14.13 | 42.79 | -33% |
| Returns for 10 years | -3.82 | 80.13 | -5% |