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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$16.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets686.11M
American Funds New World R5E
Price$89.85
Change-$0.32 (-0.35%)
VolumeN/A
Net Assets71.77B
IPOCX vs RNWHX Comparison Chart in %
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IPOCX vs. RNWHX commentary
Aug 30, 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: 71.8B vs. IPOCX (686M). IPOCX pays higher dividends than RNWHX: IPOCX (3.37) vs RNWHX (1.00). 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 : 12.57 vs. IPOCX (11.45). RNWHX return over 5 years is better than : 22.32 vs. IPOCX (-8.74).
| 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 | 14.180 | 18.193 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 71.8B | 1% |
| Annual Yield % from dividends | 3.37 | 1.00 | 339% |
| Returns for 1 year | 11.45 | 12.57 | 91% |
| Returns for 3 years | 10.71 | 39.48 | 27% |
| Returns for 5 years | -8.74 | 22.32 | -39% |
| Returns for 10 years | 57.31 | N/A | - |
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