Interact to see
Advertisement
Advertisement
IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$16.93
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets684.46M
American Funds New World R5E
Price$88.24
Change-$0.11 (-0.12%)
VolumeN/A
Net Assets70.3B
IPOCX vs RNWHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IPOCX vs. RNWHX 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.3B vs. IPOCX (684M). IPOCX pays higher dividends than RNWHX: IPOCX (3.40) vs RNWHX (0.99). IPOCX was incepted earlier than RNWHX: IPOCX (29 years) vs RNWHX (10 years). IPOCX (2.26) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. IPOCX (28.00). 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 : 11.38 vs. IPOCX (8.15). RNWHX return over 5 years is better than : 29.23 vs. IPOCX (-0.00).
| IPOCX | RNWHX | IPOCX / RNWHX | |
| Total Expense Ratio | 1.80 | 0.72 | 250% |
| Annual Report Gross Expense Ratio | 2.26 | 0.72 | 314% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 12.970 | 16.219 | 80% |
| 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 | 0.99 | 344% |
| Returns for 1 year | 8.15 | 11.38 | 72% |
| Returns for 3 years | 10.68 | 41.17 | 26% |
| Returns for 5 years | -0.00 | 29.23 | -0% |
| Returns for 10 years | 30.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement