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IPOIX vs RNWHX
IPOIX vs RNWHX Comparison
Open Charts IPOIX vs RNWHX
Macquarie Systematic Em Mkts Eq I
Price$21.03
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets670.85M
American Funds New World R5E
Price$85.04
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
IPOIX vs RNWHX Comparison Chart
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IPOIX vs. RNWHX commentary
Jun 07, 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: 67.6B vs. IPOIX (671M). 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). IPOIX annual gain was more profitable for investors over the last year : 8.15 vs. RNWHX (7.68). RNWHX return over 5 years is better than : 30.14 vs. IPOIX (13.85).
| 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 | 9.133 | 11.865 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 67.6B | 1% |
| Annual Yield % from dividends | 3.23 | 1.04 | 310% |
| Returns for 1 year | 8.15 | 7.68 | 106% |
| Returns for 3 years | 3.08 | 23.56 | 13% |
| Returns for 5 years | 13.85 | 30.14 | 46% |
| Returns for 10 years | 36.56 | N/A | - |
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