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IPOYX vs RNWHX
IPOYX vs RNWHX Comparison
Open Charts IPOYX vs RNWHX
Macquarie Systematic Em Mkts Eq Y
Price$20.59
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
IPOYX vs RNWHX Comparison Chart
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IPOYX 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 IPOYX is a Buy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 67.6B vs. IPOYX (671M). IPOYX pays higher dividends than RNWHX: IPOYX (3.11) vs RNWHX (1.04). IPOYX was incepted earlier than RNWHX: IPOYX (22 years) vs RNWHX (10 years). IPOYX (1.51) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. IPOYX (30.00). IPOYX has a lower initial minimum investment than RNWHX: IPOYX (0) vs RNWHX (250). IPOYX (7.85) and RNWHX (7.68) have marching annual gain over last year. RNWHX return over 5 years is better than : 30.14 vs. IPOYX (11.94).
| IPOYX | RNWHX | IPOYX / RNWHX | |
| Total Expense Ratio | 1.05 | 0.72 | 146% |
| Annual Report Gross Expense Ratio | 1.51 | 0.72 | 210% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 8.999 | 11.865 | 76% |
| 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 | 3.11 | 1.04 | 298% |
| Returns for 1 year | 7.85 | 7.68 | 102% |
| Returns for 3 years | 2.06 | 23.56 | 9% |
| Returns for 5 years | 11.94 | 30.14 | 40% |
| Returns for 10 years | 32.94 | N/A | - |
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