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IPOCX vs RNWBX
IPOCX vs RNWBX Comparison
Open Charts IPOCX vs RNWBX
Macquarie Systematic Em Mkts Eq C
Price$16.93
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets684.46M
American Funds New World R2
Price$84.93
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets70.3B
IPOCX vs RNWBX Comparison Chart in %
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IPOCX vs. RNWBX commentary
Jul 20, 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 Hold and RNWBX is a Hold.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 70.3B vs. IPOCX (684M). IPOCX pays higher dividends than RNWBX: IPOCX (3.40) 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 (28.00). 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 : 10.23 vs. IPOCX (8.15). RNWBX return over 5 years is better than : 24.46 vs. IPOCX (-0.00).
| 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 | 12.970 | 15.622 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 70.3B | 1% |
| Annual Yield % from dividends | 3.40 | 0.13 | 2,656% |
| Returns for 1 year | 8.15 | 10.23 | 80% |
| Returns for 3 years | 10.68 | 38.39 | 28% |
| Returns for 5 years | -0.00 | 24.46 | -0% |
| Returns for 10 years | 30.04 | 60.70 | 49% |
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