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IPOIX vs RNWHX
IPOIX vs RNWHX Comparison
Open Charts IPOIX vs RNWHX
Macquarie Systematic Em Mkts Eq I
Price$22.17
Change-$0.14 (-0.63%)
VolumeN/A
Net Assets686.11M
American Funds New World R5E
Price$90.17
Change+$0.32 (+0.36%)
VolumeN/A
Net Assets71.77B
IPOIX vs RNWHX Comparison Chart in %
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IPOIX vs. RNWHX commentary
Aug 29, 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: 71.8B vs. IPOIX (686M). 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). IPOIX (13.22) and RNWHX (13.15) have marching annual gain over last year. RNWHX return over 5 years is better than : 22.76 vs. IPOIX (-0.59).
| 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 | 15.776 | 18.614 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 686M | 71.8B | 1% |
| Annual Yield % from dividends | 3.04 | 1.00 | 306% |
| Returns for 1 year | 13.22 | 13.15 | 100% |
| Returns for 3 years | 16.62 | 38.85 | 43% |
| Returns for 5 years | -0.59 | 22.76 | -3% |
| Returns for 10 years | 73.48 | N/A | - |
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