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IPOCX vs RNWBX
IPOCX vs RNWBX Comparison
Open Charts IPOCX vs RNWBX
Macquarie Systematic Em Mkts Eq C
Price$16.14
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets670.85M
American Funds New World R2
Price$81.76
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets67.63B
IPOCX vs RNWBX Comparison Chart
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IPOCX vs. RNWBX commentary
Jun 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 IPOCX is a Buy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 67.6B vs. IPOCX (671M). 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). IPOCX (6.91) and RNWBX (6.60) have marching annual gain over last year. RNWBX return over 5 years is better than : 24.82 vs. IPOCX (4.39).
| 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 | 7.796 | 10.918 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 67.6B | 1% |
| Annual Yield % from dividends | 3.57 | 0.13 | 2,649% |
| Returns for 1 year | 6.91 | 6.60 | 105% |
| Returns for 3 years | -4.32 | 21.12 | -20% |
| Returns for 5 years | 4.39 | 24.82 | 18% |
| Returns for 10 years | 18.27 | 54.72 | 33% |
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