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IVNCX vs RNPHX
IVNCX vs RNPHX Comparison
Open Charts IVNCX vs RNPHX
Macquarie Global Growth Fund
Price$22.10
Change-$0.30 (-1.34%)
VolumeN/A
Net Assets901.35M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
IVNCX vs RNPHX Comparison Chart
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IVNCX vs. RNPHX 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 IVNCX is a Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 151B vs. IVNCX (901M). RNPHX pays higher dividends than IVNCX: RNPHX (0.70) vs IVNCX (0.38). 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 : 9.06 vs. IVNCX (3.92). RNPHX return over 5 years is better than : 48.85 vs. IVNCX (-39.46).
| 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 | 8.121 | 8.773 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 151B | 1% |
| Annual Yield % from dividends | 0.38 | 0.70 | 55% |
| Returns for 1 year | 3.92 | 9.06 | 43% |
| Returns for 3 years | -38.71 | 43.45 | -89% |
| Returns for 5 years | -39.46 | 48.85 | -81% |
| Returns for 10 years | -40.62 | N/A | - |
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