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IPOCX vs RNWAX
IPOCX vs RNWAX Comparison
Open Charts IPOCX vs RNWAX
Macquarie Systematic Em Mkts Eq C
Price$14.89
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets662.9M
American Funds New World R1
Price$74.39
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets62.57B
IPOCX vs RNWAX Comparison Chart
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IPOCX vs. RNWAX commentary
Jan 19, 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 IPOCX is a Buy and RNWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.6B vs. IPOCX (663M). IPOCX pays higher dividends than RNWAX: IPOCX (3.11) vs RNWAX (0.61). IPOCX was incepted earlier than RNWAX: IPOCX (29 years) vs RNWAX (23 years). IPOCX is a more actively managed with annual turnover of: 65.00 vs. RNWAX (32.00). RNWAX has a lower initial minimum investment than IPOCX: RNWAX (250) vs IPOCX (1000). IPOCX annual gain was more profitable for investors over the last year : 11.98 vs. RNWAX (6.20). RNWAX return over 5 years is better than : 6.50 vs. IPOCX (-12.05).
| IPOCX | RNWAX | IPOCX / RNWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 0.067 | 1.032 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 62.6B | 1% |
| Annual Yield % from dividends | 3.11 | 0.61 | 506% |
| Returns for 1 year | 11.98 | 6.20 | 193% |
| Returns for 3 years | -27.05 | -5.07 | 534% |
| Returns for 5 years | -12.05 | 6.50 | -185% |
| Returns for 10 years | 18.48 | 43.55 | 42% |