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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$23.03
Change+$0.19 (+0.83%)
VolumeN/A
Net Assets930.57M
American Funds New Perspective R2E
Price$68.03
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
IVNCX vs RPEBX Comparison Chart in %
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IVNCX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 156B vs. IVNCX (931M). IVNCX pays higher dividends than RPEBX: IVNCX (0.37) vs RPEBX (0.12). IVNCX was incepted earlier than RPEBX: IVNCX (29 years) vs RPEBX (11 years). IVNCX (1.95) is less costly to investors than RPEBX (1.21). IVNCX is a more actively managed with annual turnover of: 47.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than IVNCX: RPEBX (250) vs IVNCX (1000). RPEBX annual gain was more profitable for investors over the last year : 10.62 vs. IVNCX (6.25). RPEBX return over 5 years is better than : 42.79 vs. IVNCX (-39.50).
| IVNCX | RPEBX | IVNCX / RPEBX | |
| Total Expense Ratio | 1.85 | 1.21 | 153% |
| Annual Report Gross Expense Ratio | 1.95 | 1.21 | 161% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 12.671 | 12.688 | 100% |
| 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 | 0.12 | 300% |
| Returns for 1 year | 6.25 | 10.62 | 59% |
| Returns for 3 years | -37.18 | 44.60 | -83% |
| Returns for 5 years | -39.50 | 42.79 | -92% |
| Returns for 10 years | -36.79 | 80.13 | -46% |
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