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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Nomura Global Growth Fund
Price$39.20
Change-$2.17 (-5.25%)
VolumeN/A
Net Assets883.17M
American Funds New Perspective R2E
Price$69.57
Change-$2.35 (-3.27%)
VolumeN/A
Net Assets162.72B
IVIYX vs RPEBX Comparison Chart in %
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IVIYX vs. RPEBX commentary
Feb 04, 2026
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 (883M). RPEBX pays higher dividends than IVIYX: RPEBX (0.55) vs IVIYX (0.00). IVIYX was incepted earlier than RPEBX: IVIYX (23 years) vs RPEBX (11 years). IVIYX (1.31) is less costly to investors than RPEBX (1.20). IVIYX is a more actively managed with annual turnover of: 55.00 vs. RPEBX (23.00). 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 : 12.26 vs. IVIYX (6.43). RPEBX return over 5 years is better than : 13.99 vs. IVIYX (-29.79).
| IVIYX | RPEBX | IVIYX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.20 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.20 | 109% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 1.765 | 1.562 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 883M | 163B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.43 | 12.26 | 52% |
| Returns for 3 years | 31.23 | 39.04 | 80% |
| Returns for 5 years | -29.79 | 13.99 | -213% |
| Returns for 10 years | 10.33 | 120.28 | 9% |
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