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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$38.22
Change-$0.51 (-1.32%)
VolumeN/A
Net Assets901.35M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
IVINX vs RPEBX Comparison Chart
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IVINX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. IVINX (901M). IVINX pays higher dividends than RPEBX: IVINX (0.23) vs RPEBX (0.13). 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 : 8.29 vs. IVINX (7.28). RPEBX return over 5 years is better than : 45.01 vs. IVINX (-14.03).
| 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 | 8.518 | 8.448 | 101% |
| 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 | 0.13 | 179% |
| Returns for 1 year | 7.28 | 8.29 | 88% |
| Returns for 3 years | -16.37 | 41.34 | -40% |
| Returns for 5 years | -14.03 | 45.01 | -31% |
| Returns for 10 years | -9.63 | 70.57 | -14% |
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