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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$15.51
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets674.26M
American Funds New World R5E
Price$79.43
Change-$0.43 (-0.54%)
VolumeN/A
Net Assets63.63B
IPOCX vs RNWHX Comparison Chart
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IPOCX vs. RNWHX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.6B vs. IPOCX (674M). IPOCX pays higher dividends than RNWHX: IPOCX (3.11) vs RNWHX (1.44). IPOCX was incepted earlier than RNWHX: IPOCX (29 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). IPOCX annual gain was more profitable for investors over the last year : 7.23 vs. RNWHX (4.96). RNWHX return over 5 years is better than : 17.41 vs. IPOCX (-3.65).
| IPOCX | RNWHX | IPOCX / RNWHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 4.234 | 4.486 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 63.6B | 1% |
| Annual Yield % from dividends | 3.11 | 1.44 | 216% |
| Returns for 1 year | 7.23 | 4.96 | 146% |
| Returns for 3 years | -21.54 | 6.00 | -359% |
| Returns for 5 years | -3.65 | 17.41 | -21% |
| Returns for 10 years | 21.89 | N/A | - |