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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$17.80
Change-$0.13 (-0.73%)
VolumeN/A
Net Assets690.49M
American Funds New World R5E
Price$94.00
Change-$0.10 (-0.11%)
VolumeN/A
Net Assets74.53B
IPOCX vs RNWHX Comparison Chart in %
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IPOCX vs. RNWHX commentary
Sep 22, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 74.5B vs. IPOCX (690M). IPOCX pays higher dividends than RNWHX: IPOCX (3.33) vs RNWHX (0.97). 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). IPOCX annual gain was more profitable for investors over the last year : 17.43 vs. RNWHX (15.80). RNWHX return over 5 years is better than : 32.04 vs. IPOCX (-2.00).
| 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 | 19.624 | 23.652 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 74.5B | 1% |
| Annual Yield % from dividends | 3.33 | 0.97 | 344% |
| Returns for 1 year | 17.43 | 15.80 | 110% |
| Returns for 3 years | 20.61 | 50.08 | 41% |
| Returns for 5 years | -2.00 | 32.04 | -6% |
| Returns for 10 years | 64.25 | N/A | - |
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