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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$40.95
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets901.09M
American Funds New Perspective R2E
Price$71.62
Change+$0.14 (+0.20%)
VolumeN/A
Net Assets162.58B
IVIYX vs RPEBX Comparison Chart in %
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IVIYX vs. RPEBX commentary
Oct 19, 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 IVIYX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. IVIYX (901M). IVIYX pays higher dividends than RPEBX: IVIYX (0.22) vs RPEBX (0.12). IVIYX was incepted earlier than RPEBX: IVIYX (22 years) vs RPEBX (11 years). IVIYX (1.31) is less costly to investors than RPEBX (1.21). IVIYX is a more actively managed with annual turnover of: 55.00 vs. RPEBX (24.00). IVIYX has a lower initial minimum investment than RPEBX: IVIYX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 12.13 vs. IVIYX (8.86). RPEBX return over 5 years is better than : 32.26 vs. IVIYX (-20.75).
| IVIYX | RPEBX | IVIYX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.21 | 108% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 15.060 | 18.635 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 163B | 1% |
| Annual Yield % from dividends | 0.22 | 0.12 | 187% |
| Returns for 1 year | 8.86 | 12.13 | 73% |
| Returns for 3 years | -8.36 | 59.68 | -14% |
| Returns for 5 years | -20.75 | 32.26 | -64% |
| Returns for 10 years | 1.07 | 91.35 | 1% |
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