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IPOCX vs RNWBX
IPOCX vs RNWBX Comparison
Open Charts IPOCX vs RNWBX
Macquarie Systematic Em Mkts Eq C
Price$16.73
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets686.51M
American Funds New World R2
Price$84.22
Change+$0.87 (+1.04%)
VolumeN/A
Net Assets68.99B
IPOCX vs RNWBX Comparison Chart in %
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IPOCX vs. RNWBX commentary
Jun 28, 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 69B vs. IPOCX (687M). IPOCX pays higher dividends than RNWBX: IPOCX (3.57) vs RNWBX (0.13). IPOCX was incepted earlier than RNWBX: IPOCX (29 years) vs RNWBX (23 years). IPOCX (2.26) is less costly to investors than RNWBX (1.67). RNWBX is a more actively managed with annual turnover of: 37.00 vs. IPOCX (30.00). RNWBX has a lower initial minimum investment than IPOCX: RNWBX (250) vs IPOCX (1000). RNWBX annual gain was more profitable for investors over the last year : 10.04 vs. IPOCX (8.92). RNWBX return over 5 years is better than : 30.16 vs. IPOCX (7.97).
| IPOCX | RNWBX | IPOCX / RNWBX | |
| Total Expense Ratio | 1.80 | 1.67 | 108% |
| Annual Report Gross Expense Ratio | 2.26 | 1.67 | 135% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 12.433 | 14.507 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 69B | 1% |
| Annual Yield % from dividends | 3.57 | 0.13 | 2,649% |
| Returns for 1 year | 8.92 | 10.04 | 89% |
| Returns for 3 years | 6.18 | 32.68 | 19% |
| Returns for 5 years | 7.97 | 30.16 | 26% |
| Returns for 10 years | 27.15 | 60.47 | 45% |
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