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IPOIX vs RNWHX
IPOIX vs RNWHX Comparison
Open Charts IPOIX vs RNWHX
Macquarie Systematic Em Mkts Eq I
Price$23.74
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets697.31M
American Funds New World R5E
Price$95.36
Change+$0.66 (+0.70%)
VolumeN/A
Net Assets75.16B
IPOIX vs RNWHX Comparison Chart in %
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IPOIX vs. RNWHX commentary
Oct 09, 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 RNWHX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.2B vs. IPOIX (697M). IPOIX pays higher dividends than RNWHX: IPOIX (2.87) vs RNWHX (0.93). IPOIX was incepted earlier than RNWHX: IPOIX (19 years) vs RNWHX (10 years). IPOIX (1.26) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. IPOIX (28.00). IPOIX has a lower initial minimum investment than RNWHX: IPOIX (0) vs RNWHX (250). IPOIX (15.11) and RNWHX (14.49) have marching annual gain over last year. RNWHX return over 5 years is better than : 29.72 vs. IPOIX (4.11).
| IPOIX | RNWHX | IPOIX / RNWHX | |
| Total Expense Ratio | 0.80 | 0.72 | 111% |
| Annual Report Gross Expense Ratio | 1.26 | 0.72 | 175% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 22.678 | 25.441 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 75.2B | 1% |
| Annual Yield % from dividends | 2.87 | 0.93 | 309% |
| Returns for 1 year | 15.11 | 14.49 | 104% |
| Returns for 3 years | 35.78 | 58.61 | 61% |
| Returns for 5 years | 4.11 | 29.72 | 14% |
| Returns for 10 years | 78.55 | N/A | - |
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