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IPOAX vs RNWHX
IPOAX vs RNWHX Comparison
Open Charts IPOAX vs RNWHX
Macquarie Systematic Em Mkts Eq A
Price$20.07
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets667.07M
American Funds New World R5E
Price$84.85
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.49B
IPOAX vs RNWHX Comparison Chart
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IPOAX vs. RNWHX commentary
Jun 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 Buy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 67.5B vs. IPOAX (667M). IPOAX pays higher dividends than RNWHX: IPOAX (3.14) vs RNWHX (1.04). 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 (30.00). RNWHX has a lower initial minimum investment than IPOAX: RNWHX (250) vs IPOAX (1000). IPOAX (7.70) and RNWHX (7.70) have marching annual gain over last year. RNWHX return over 5 years is better than : 29.56 vs. IPOAX (11.85).
| 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 | 8.134 | 11.365 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 67.5B | 1% |
| Annual Yield % from dividends | 3.14 | 1.04 | 301% |
| Returns for 1 year | 7.70 | 7.70 | 100% |
| Returns for 3 years | 1.08 | 23.56 | 5% |
| Returns for 5 years | 11.85 | 29.56 | 40% |
| Returns for 10 years | 30.59 | N/A | - |
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