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IPOAX vs RNWHX
IPOAX vs RNWHX Comparison
Open Charts IPOAX vs RNWHX
Macquarie Systematic Em Mkts Eq A
Price$22.11
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets691.39M
American Funds New World R5E
Price$93.25
Change+$0.48 (+0.52%)
VolumeN/A
Net Assets73.72B
IPOAX vs RNWHX Comparison Chart in %
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IPOAX vs. RNWHX commentary
Sep 16, 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 StrongBuy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 73.7B vs. IPOAX (691M). IPOAX pays higher dividends than RNWHX: IPOAX (2.92) vs RNWHX (0.97). 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). IPOAX annual gain was more profitable for investors over the last year : 20.46 vs. RNWHX (16.31). RNWHX return over 5 years is better than : 28.65 vs. IPOAX (6.01).
| 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 | 20.119 | 22.034 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 73.7B | 1% |
| Annual Yield % from dividends | 2.92 | 0.97 | 302% |
| Returns for 1 year | 20.46 | 16.31 | 125% |
| Returns for 3 years | 24.98 | 48.09 | 52% |
| Returns for 5 years | 6.01 | 28.65 | 21% |
| Returns for 10 years | 79.46 | N/A | - |
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