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IPOAX vs RNWBX
IPOAX vs RNWBX Comparison
Open Charts IPOAX vs RNWBX
Macquarie Systematic Em Mkts Eq A
Price$20.99
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets678.97M
American Funds New World R2
Price$84.50
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets69.86B
IPOAX vs RNWBX Comparison Chart in %
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IPOAX vs. RNWBX commentary
Aug 06, 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 69.9B vs. IPOAX (679M). IPOAX pays higher dividends than RNWBX: IPOAX (2.96) vs RNWBX (0.13). IPOAX was incepted earlier than RNWBX: IPOAX (32 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than IPOAX (1.51). RNWBX is a more actively managed with annual turnover of: 37.00 vs. IPOAX (28.00). RNWBX has a lower initial minimum investment than IPOAX: RNWBX (250) vs IPOAX (1000). IPOAX annual gain was more profitable for investors over the last year : 18.26 vs. RNWBX (17.19). RNWBX return over 5 years is better than : 18.78 vs. IPOAX (-0.33).
| IPOAX | RNWBX | IPOAX / RNWBX | |
| Total Expense Ratio | 1.05 | 1.67 | 63% |
| Annual Report Gross Expense Ratio | 1.51 | 1.67 | 90% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 13.829 | 14.888 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 69.9B | 1% |
| Annual Yield % from dividends | 2.96 | 0.13 | 2,292% |
| Returns for 1 year | 18.26 | 17.19 | 106% |
| Returns for 3 years | 14.77 | 29.82 | 50% |
| Returns for 5 years | -0.33 | 18.78 | -2% |
| Returns for 10 years | 52.19 | 64.01 | 82% |
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