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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$17.00
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets687.86M
American Funds New World R5E
Price$88.77
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets70.59B
IPOCX vs RNWHX Comparison Chart in %
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IPOCX vs. RNWHX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.6B vs. IPOCX (688M). 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 : 16.05 vs. IPOCX (14.33). RNWHX return over 5 years is better than : 26.08 vs. IPOCX (-4.35).
| 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 | 14.247 | 16.772 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 70.6B | 1% |
| Annual Yield % from dividends | 3.37 | 1.00 | 339% |
| Returns for 1 year | 14.33 | 16.05 | 89% |
| Returns for 3 years | 9.45 | 34.44 | 27% |
| Returns for 5 years | -4.35 | 26.08 | -17% |
| Returns for 10 years | 40.30 | N/A | - |
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