IVNCX
Price
$23.03
Change
+$0.19 (+0.83%)
Updated
Jul 3 closing price
Net Assets
930.57M
RPEBX
Price
$68.03
Change
+$0.38 (+0.56%)
Updated
Jul 3 closing price
Net Assets
156.22B
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IVNCX vs RPEBX

Header iconIVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBXBanner chart's image
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.

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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).
IVNCXRPEBXIVNCX / RPEBX
Total Expense Ratio1.851.21153%
Annual Report Gross Expense Ratio1.951.21161%
Fund Existence29 years11 years-
Gain YTD12.67112.688100%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets931M156B1%
Annual Yield % from dividends0.370.12300%
Returns for 1 year6.2510.6259%
Returns for 3 years-37.1844.60-83%
Returns for 5 years-39.5042.79-92%
Returns for 10 years-36.7980.13-46%
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