Interact to see
Advertisement
Advertisement
IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$16.73
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets686.51M
American Funds New World R5E
Price$87.45
Change+$0.90 (+1.04%)
VolumeN/A
Net Assets68.99B
IPOCX vs RNWHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IPOCX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 69B vs. IPOCX (687M). IPOCX pays higher dividends than RNWHX: IPOCX (3.57) vs RNWHX (1.04). 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 (30.00). 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 : 11.19 vs. IPOCX (8.92). RNWHX return over 5 years is better than : 35.11 vs. IPOCX (7.97).
| 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 | 12.433 | 15.036 | 83% |
| 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 | 1.04 | 343% |
| Returns for 1 year | 8.92 | 11.19 | 80% |
| Returns for 3 years | 6.18 | 35.35 | 17% |
| Returns for 5 years | 7.97 | 35.11 | 23% |
| Returns for 10 years | 27.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement