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IPOAX vs RNWHX
IPOAX vs RNWHX Comparison
Open Charts IPOAX vs RNWHX
Macquarie Systematic Em Mkts Eq A
Price$20.92
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets679.21M
American Funds New World R5E
Price$88.01
Change+$0.17 (+0.19%)
VolumeN/A
Net Assets69.94B
IPOAX vs RNWHX Comparison Chart in %
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IPOAX vs. RNWHX commentary
Jul 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 Buy 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 (2.99) vs RNWHX (0.99). 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 annual gain was more profitable for investors over the last year : 9.21 vs. IPOAX (6.90). RNWHX return over 5 years is better than : 29.76 vs. IPOAX (9.06).
| 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 | 13.449 | 15.772 | 85% |
| 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 | 2.99 | 0.99 | 302% |
| Returns for 1 year | 6.90 | 9.21 | 75% |
| Returns for 3 years | 18.85 | 40.65 | 46% |
| Returns for 5 years | 9.06 | 29.76 | 30% |
| Returns for 10 years | 43.30 | N/A | - |
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