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IPOYX vs RNWHX
IPOYX vs RNWHX Comparison
Open Charts IPOYX vs RNWHX
Macquarie Systematic Em Mkts Eq Y
Price$21.69
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets686.11M
American Funds New World R5E
Price$90.17
Change+$0.32 (+0.36%)
VolumeN/A
Net Assets71.77B
IPOYX vs RNWHX Comparison Chart in %
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IPOYX 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 IPOYX is a Buy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 71.8B vs. IPOYX (686M). 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 (13.15) and IPOYX (12.91) have marching annual gain over last year. RNWHX return over 5 years is better than : 22.76 vs. IPOYX (-2.22).
| 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 | 15.564 | 18.614 | 84% |
| 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 | 2.93 | 1.00 | 294% |
| Returns for 1 year | 12.91 | 13.15 | 98% |
| Returns for 3 years | 15.51 | 38.85 | 40% |
| Returns for 5 years | -2.22 | 22.76 | -10% |
| Returns for 10 years | 68.89 | N/A | - |
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