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IPOYX vs RNWHX
IPOYX vs RNWHX Comparison
Open Charts IPOYX vs RNWHX
Macquarie Systematic Em Mkts Eq Y
Price$21.52
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
IPOYX vs RNWHX Comparison Chart in %
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IPOYX 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 IPOYX is a Hold and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70B vs. IPOYX (683M). IPOYX pays higher dividends than RNWHX: IPOYX (2.93) vs RNWHX (1.00). 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 (28.00). IPOYX has a lower initial minimum investment than RNWHX: IPOYX (0) vs RNWHX (250). RNWHX (17.76) and IPOYX (17.49) have marching annual gain over last year. RNWHX return over 5 years is better than : 25.04 vs. IPOYX (0.99).
| 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 | 13.923 | 15.812 | 88% |
| 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 | 2.93 | 1.00 | 294% |
| Returns for 1 year | 17.49 | 17.76 | 98% |
| Returns for 3 years | 13.98 | 32.74 | 43% |
| Returns for 5 years | 0.99 | 25.04 | 4% |
| Returns for 10 years | 51.57 | N/A | - |
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