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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Delaware Ivy Systematic Em Mkts Eq C
Price$15.71
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
American Funds New World R5E
Price$81.99
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
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IPOCX vs RNWHX Comparison Chart
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IPOCX vs. RNWHX commentary
Sep 22, 2024
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 Sell and RNWHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.1B vs. IPOCX (705M). IPOCX pays higher dividends than RNWHX: IPOCX (3.11) vs RNWHX (1.44). IPOCX was incepted earlier than RNWHX: IPOCX (28 years) vs RNWHX (9 years). IPOCX is a more actively managed with annual turnover of: 65.00 vs. RNWHX (32.00). RNWHX has a lower initial minimum investment than IPOCX: RNWHX (250) vs IPOCX (1000). RNWHX annual gain was more profitable for investors over the last year : 18.50 vs. IPOCX (16.73). RNWHX return over 5 years is better than : 25.08 vs. IPOCX (4.18).
| IPOCX | RNWHX | IPOCX / RNWHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 8.870 | 10.678 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 63.1B | 1% |
| Annual Yield % from dividends | 3.11 | 1.44 | 216% |
| Returns for 1 year | 16.73 | 18.50 | 90% |
| Returns for 3 years | -29.09 | -10.00 | 291% |
| Returns for 5 years | 4.18 | 25.08 | 17% |
| Returns for 10 years | 20.75 | N/A | - |
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