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IPOAX vs RNWHX
IPOAX vs RNWHX Comparison
Open Charts IPOAX vs RNWHX
Macquarie Systematic Em Mkts Eq A
Price$20.99
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets678.97M
American Funds New World R5E
Price$87.83
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets69.86B
IPOAX vs RNWHX Comparison Chart in %
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IPOAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 69.9B vs. IPOAX (679M). IPOAX pays higher dividends than RNWHX: IPOAX (2.96) vs RNWHX (1.00). IPOAX was incepted earlier than RNWHX: IPOAX (32 years) vs RNWHX (10 years). IPOAX (1.51) 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). RNWHX (18.42) and IPOAX (18.26) have marching annual gain over last year. RNWHX return over 5 years is better than : 23.30 vs. IPOAX (-0.33).
| IPOAX | RNWHX | IPOAX / RNWHX | |
| Total Expense Ratio | 1.05 | 0.72 | 146% |
| Annual Report Gross Expense Ratio | 1.51 | 0.72 | 210% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 13.829 | 15.535 | 89% |
| 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 | 1.00 | 297% |
| Returns for 1 year | 18.26 | 18.42 | 99% |
| Returns for 3 years | 14.77 | 32.43 | 46% |
| Returns for 5 years | -0.33 | 23.30 | -1% |
| Returns for 10 years | 52.19 | N/A | - |
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