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IPOAX vs RNWHX
IPOAX vs RNWHX Comparison
Open Charts IPOAX vs RNWHX
Macquarie Systematic Em Mkts Eq A
Price$22.59
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets697.99M
American Funds New World R5E
Price$95.01
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets75.33B
IPOAX vs RNWHX Comparison Chart in %
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IPOAX vs. RNWHX commentary
Oct 07, 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: 75.3B vs. IPOAX (698M). IPOAX pays higher dividends than RNWHX: IPOAX (2.79) vs RNWHX (0.93). 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 (12.99) and IPOAX (12.44) have marching annual gain over last year. RNWHX return over 5 years is better than : 31.30 vs. IPOAX (4.54).
| 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 | 22.343 | 24.980 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 75.3B | 1% |
| Annual Yield % from dividends | 2.79 | 0.93 | 301% |
| Returns for 1 year | 12.44 | 12.99 | 96% |
| Returns for 3 years | 35.44 | 58.03 | 61% |
| Returns for 5 years | 4.54 | 31.30 | 15% |
| Returns for 10 years | 74.46 | N/A | - |
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