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IVNCX vs RPEBX
IVNCX vs RPEBX Comparison
Open Charts IVNCX vs RPEBX
Macquarie Global Growth Fund
Price$23.22
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets929.23M
American Funds New Perspective R2E
Price$69.03
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
IVNCX vs RPEBX Comparison Chart in %
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IVNCX vs. RPEBX commentary
Jul 28, 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: 158B vs. IVNCX (929M). 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: 55.00 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 : 16.37 vs. IVNCX (10.22). RPEBX return over 5 years is better than : 39.67 vs. IVNCX (-40.93).
| 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 | 13.601 | 14.345 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 158B | 1% |
| Annual Yield % from dividends | 0.37 | 0.12 | 300% |
| Returns for 1 year | 10.22 | 16.37 | 62% |
| Returns for 3 years | -37.11 | 43.39 | -86% |
| Returns for 5 years | -40.93 | 39.67 | -103% |
| Returns for 10 years | -37.29 | 79.94 | -47% |
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