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IPOAX vs RNWAX
IPOAX vs RNWAX Comparison
Open Charts IPOAX vs RNWAX
Macquarie Systematic Em Mkts Eq A
Price$17.19
Change-$0.26 (-1.49%)
VolumeN/A
Net Assets611.55M
American Funds New World R1
Price$70.25
Change-$0.61 (-0.86%)
VolumeN/A
Net Assets58.72B
IPOAX vs RNWAX Comparison Chart
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IPOAX vs. RNWAX commentary
Apr 11, 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 IPOAX is a Hold and RNWAX is a Hold.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 58.7B vs. IPOAX (612M). IPOAX pays higher dividends than RNWAX: IPOAX (3.30) vs RNWAX (0.00). IPOAX was incepted earlier than RNWAX: IPOAX (31 years) vs RNWAX (23 years). RNWAX (1.66) is less costly to investors than IPOAX (1.51). RNWAX is a more actively managed with annual turnover of: 37.00 vs. IPOAX (30.00). RNWAX has a lower initial minimum investment than IPOAX: RNWAX (250) vs IPOAX (1000). IPOAX annual gain was more profitable for investors over the last year : -3.79 vs. RNWAX (-6.10). RNWAX return over 5 years is better than : 27.60 vs. IPOAX (15.77).
| IPOAX | RNWAX | IPOAX / RNWAX | |
| Total Expense Ratio | 1.05 | 1.66 | 63% |
| Annual Report Gross Expense Ratio | 1.51 | 1.66 | 91% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -5.369 | -3.762 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 58.7B | 1% |
| Annual Yield % from dividends | 3.30 | 0.00 | - |
| Returns for 1 year | -3.79 | -6.10 | 62% |
| Returns for 3 years | -14.48 | 0.21 | -6,886% |
| Returns for 5 years | 15.77 | 27.60 | 57% |
| Returns for 10 years | 9.35 | 28.70 | 33% |
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