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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$16.16
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets670.85M
American Funds New World R5E
Price$85.04
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
IPOCX vs RNWHX Comparison Chart
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IPOCX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 67.6B vs. IPOCX (671M). 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 : 7.68 vs. IPOCX (7.09). RNWHX return over 5 years is better than : 30.14 vs. IPOCX (5.17).
| 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 | 8.602 | 11.865 | 72% |
| 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 | 1.04 | 343% |
| Returns for 1 year | 7.09 | 7.68 | 92% |
| Returns for 3 years | -2.68 | 23.56 | -11% |
| Returns for 5 years | 5.17 | 30.14 | 17% |
| Returns for 10 years | 20.88 | N/A | - |
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