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IPOIX vs RNWHX
IPOIX vs RNWHX Comparison
Open Charts IPOIX vs RNWHX
Macquarie Systematic Em Mkts Eq I
Price$21.83
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets688.91M
American Funds New World R5E
Price$87.64
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets69.7B
IPOIX vs RNWHX Comparison Chart in %
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IPOIX vs. RNWHX commentary
Jun 28, 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 Buy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 69.7B vs. IPOIX (689M). IPOIX pays higher dividends than RNWHX: IPOIX (3.23) vs RNWHX (1.04). 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 (30.00). IPOIX has a lower initial minimum investment than RNWHX: IPOIX (0) vs RNWHX (250). RNWHX annual gain was more profitable for investors over the last year : 11.44 vs. IPOIX (10.35). RNWHX return over 5 years is better than : 35.41 vs. IPOIX (17.08).
| 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 | 13.285 | 15.285 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 69.7B | 1% |
| Annual Yield % from dividends | 3.23 | 1.04 | 310% |
| Returns for 1 year | 10.35 | 11.44 | 90% |
| Returns for 3 years | 13.61 | 37.22 | 37% |
| Returns for 5 years | 17.08 | 35.41 | 48% |
| Returns for 10 years | 41.01 | N/A | - |
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