Interact to see
Advertisement
Advertisement
IPOIX vs RNWHX
IPOIX vs RNWHX Comparison
Open Charts IPOIX vs RNWHX
Macquarie Systematic Em Mkts Eq I
Price$21.98
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets682.72M
American Funds New World R5E
Price$88.04
Change+$0.21 (+0.24%)
VolumeN/A
Net Assets69.98B
IPOIX vs RNWHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IPOIX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70B vs. IPOIX (683M). IPOIX pays higher dividends than RNWHX: IPOIX (3.04) vs RNWHX (1.00). IPOIX was incepted earlier than RNWHX: IPOIX (18 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). RNWHX (17.76) and IPOIX (17.73) have marching annual gain over last year. RNWHX return over 5 years is better than : 25.04 vs. IPOIX (2.64).
| IPOIX | RNWHX | IPOIX / RNWHX | |
| Total Expense Ratio | 0.80 | 0.72 | 111% |
| Annual Report Gross Expense Ratio | 1.26 | 0.72 | 175% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 14.063 | 15.812 | 89% |
| 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 | 1.00 | 306% |
| Returns for 1 year | 17.73 | 17.76 | 100% |
| Returns for 3 years | 15.06 | 32.74 | 46% |
| Returns for 5 years | 2.64 | 25.04 | 11% |
| Returns for 10 years | 55.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement