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IPOAX vs RNWHX
IPOAX vs RNWHX Comparison
Open Charts IPOAX vs RNWHX
Macquarie Systematic Em Mkts Eq A
Price$22.49
Change-$0.27 (-1.19%)
VolumeN/A
Net Assets680.57M
American Funds New World R5E
Price$94.33
Change-$0.96 (-1.01%)
VolumeN/A
Net Assets74.89B
IPOAX vs RNWHX Comparison Chart in %
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IPOAX vs. RNWHX commentary
Nov 20, 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 74.9B vs. IPOAX (681M). IPOAX pays higher dividends than RNWHX: IPOAX (2.68) vs RNWHX (0.90). IPOAX was incepted earlier than RNWHX: IPOAX (32 years) vs RNWHX (10 years). IPOAX (1.49) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. IPOAX (28.00). RNWHX has a lower initial minimum investment than IPOAX: RNWHX (250) vs IPOAX (1000). IPOAX annual gain was more profitable for investors over the last year : 21.60 vs. RNWHX (19.74). RNWHX return over 5 years is better than : 20.86 vs. IPOAX (-4.01).
| IPOAX | RNWHX | IPOAX / RNWHX | |
| Total Expense Ratio | 1.05 | 0.72 | 146% |
| Annual Report Gross Expense Ratio | 1.49 | 0.72 | 207% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 21.963 | 24.086 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 74.9B | 1% |
| Annual Yield % from dividends | 2.68 | 0.90 | 297% |
| Returns for 1 year | 21.60 | 19.74 | 109% |
| Returns for 3 years | 29.33 | 46.09 | 64% |
| Returns for 5 years | -4.01 | 20.86 | -19% |
| Returns for 10 years | 71.99 | 88.69 | 81% |
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