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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$22.10
Change-$0.30 (-1.34%)
VolumeN/A
Net Assets901.35M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
IVNCX vs RPEBX Comparison Chart
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IVNCX 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 IVNCX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. IVNCX (901M). IVNCX pays higher dividends than RPEBX: IVNCX (0.38) vs RPEBX (0.13). 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 : 8.29 vs. IVNCX (3.92). RPEBX return over 5 years is better than : 45.01 vs. IVNCX (-39.46).
| 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 | 8.121 | 8.448 | 96% |
| 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 | 0.13 | 300% |
| Returns for 1 year | 3.92 | 8.29 | 47% |
| Returns for 3 years | -38.71 | 41.34 | -94% |
| Returns for 5 years | -39.46 | 45.01 | -88% |
| Returns for 10 years | -40.62 | 70.57 | -58% |
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