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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Macquarie Global Growth Fund
Price$23.03
Change+$0.19 (+0.83%)
VolumeN/A
Net Assets930.57M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
IVNCX vs RNPHX Comparison Chart in %
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IVNCX vs. RNPHX commentary
Jul 07, 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 IVNCX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. IVNCX (931M). RNPHX pays higher dividends than IVNCX: RNPHX (0.67) vs IVNCX (0.37). IVNCX was incepted earlier than RNPHX: IVNCX (29 years) vs RNPHX (10 years). IVNCX (1.95) is less costly to investors than RNPHX (0.56). IVNCX is a more actively managed with annual turnover of: 47.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than IVNCX: RNPHX (250) vs IVNCX (1000). RNPHX annual gain was more profitable for investors over the last year : 11.41 vs. IVNCX (6.25). RNPHX return over 5 years is better than : 46.57 vs. IVNCX (-39.50).
| IVNCX | RNPHX | IVNCX / RNPHX | |
| Total Expense Ratio | 1.85 | 0.56 | 330% |
| Annual Report Gross Expense Ratio | 1.95 | 0.56 | 348% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 12.671 | 13.053 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 156B | 1% |
| Annual Yield % from dividends | 0.37 | 0.67 | 55% |
| Returns for 1 year | 6.25 | 11.41 | 55% |
| Returns for 3 years | -37.18 | 46.75 | -80% |
| Returns for 5 years | -39.50 | 46.57 | -85% |
| Returns for 10 years | -36.79 | N/A | - |
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