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IVINX vs RPEBX
IVINX vs RPEBX Comparison
Open Charts IVINX vs RPEBX
Macquarie Global Growth Fund
Price$40.45
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets916.17M
American Funds New Perspective R2E
Price$70.05
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets159.97B
IVINX vs RPEBX Comparison Chart in %
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IVINX vs. RPEBX commentary
Sep 10, 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 StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 160B vs. IVINX (916M). 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: 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 : 17.05 vs. IVINX (15.63). RPEBX return over 5 years is better than : 34.33 vs. IVINX (-19.32).
| 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 | 14.764 | 15.919 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 160B | 1% |
| Annual Yield % from dividends | 0.22 | 0.12 | 181% |
| Returns for 1 year | 15.63 | 17.05 | 92% |
| Returns for 3 years | -16.35 | 41.14 | -40% |
| Returns for 5 years | -19.32 | 34.33 | -56% |
| Returns for 10 years | 1.72 | 91.91 | 2% |
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