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IVIYX vs RPEBX
IVIYX vs RPEBX Comparison
Open Charts IVIYX vs RPEBX
Macquarie Global Growth Fund
Price$38.61
Change-$0.52 (-1.33%)
VolumeN/A
Net Assets901.35M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
IVIYX vs RPEBX Comparison Chart
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IVIYX 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 IVIYX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. IVIYX (901M). IVIYX pays higher dividends than RPEBX: IVIYX (0.24) vs RPEBX (0.13). IVIYX was incepted earlier than RPEBX: IVIYX (22 years) vs RPEBX (11 years). RPEBX (1.21) and IVIYX (1.20) have similar cost to investors . IVIYX is a more actively managed with annual turnover of: 47.00 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 : 8.29 vs. IVIYX (7.30). RPEBX return over 5 years is better than : 45.01 vs. IVIYX (-13.54).
| IVIYX | RPEBX | IVIYX / RPEBX | |
| Total Expense Ratio | 1.10 | 1.21 | 91% |
| Annual Report Gross Expense Ratio | 1.20 | 1.21 | 99% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 8.486 | 8.448 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 151B | 1% |
| Annual Yield % from dividends | 0.24 | 0.13 | 185% |
| Returns for 1 year | 7.30 | 8.29 | 88% |
| Returns for 3 years | -15.96 | 41.34 | -39% |
| Returns for 5 years | -13.54 | 45.01 | -30% |
| Returns for 10 years | -8.85 | 70.57 | -13% |
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