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IPOIX vs RNWBX
IPOIX vs RNWBX Comparison
Open Charts IPOIX vs RNWBX
Macquarie Systematic Em Mkts Eq I
Price$21.98
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets682.72M
American Funds New World R2
Price$84.70
Change+$0.20 (+0.24%)
VolumeN/A
Net Assets69.98B
IPOIX vs RNWBX Comparison Chart in %
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IPOIX vs. RNWBX commentary
Aug 08, 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 IPOIX is a Hold and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 70B vs. IPOIX (683M). IPOIX pays higher dividends than RNWBX: IPOIX (3.04) vs RNWBX (0.13). IPOIX was incepted earlier than RNWBX: IPOIX (18 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than IPOIX (1.26). RNWBX is a more actively managed with annual turnover of: 37.00 vs. IPOIX (28.00). IPOIX has a lower initial minimum investment than RNWBX: IPOIX (0) vs RNWBX (250). IPOIX annual gain was more profitable for investors over the last year : 17.73 vs. RNWBX (16.55). RNWBX return over 5 years is better than : 20.45 vs. IPOIX (2.64).
| IPOIX | RNWBX | IPOIX / RNWBX | |
| Total Expense Ratio | 0.80 | 1.67 | 48% |
| Annual Report Gross Expense Ratio | 1.26 | 1.67 | 75% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 14.063 | 15.160 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 70B | 1% |
| Annual Yield % from dividends | 3.04 | 0.13 | 2,358% |
| Returns for 1 year | 17.73 | 16.55 | 107% |
| Returns for 3 years | 15.06 | 30.12 | 50% |
| Returns for 5 years | 2.64 | 20.45 | 13% |
| Returns for 10 years | 55.61 | 64.40 | 86% |
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