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IPOYX vs RNWHX
IPOYX vs RNWHX Comparison
Open Charts IPOYX vs RNWHX
Macquarie Systematic Em Mkts Eq Y
Price$21.48
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets691.57M
American Funds New World R5E
Price$88.56
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets70.56B
IPOYX vs RNWHX Comparison Chart in %
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IPOYX vs. RNWHX commentary
Jul 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: 70.6B vs. IPOYX (692M). IPOYX pays higher dividends than RNWHX: IPOYX (2.96) vs RNWHX (0.99). 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). RNWHX annual gain was more profitable for investors over the last year : 11.66 vs. IPOYX (9.03). RNWHX return over 5 years is better than : 32.51 vs. IPOYX (12.04).
| 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 | 13.711 | 16.496 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 70.6B | 1% |
| Annual Yield % from dividends | 2.96 | 0.99 | 299% |
| Returns for 1 year | 9.03 | 11.66 | 77% |
| Returns for 3 years | 15.37 | 40.00 | 38% |
| Returns for 5 years | 12.04 | 32.51 | 37% |
| Returns for 10 years | 44.05 | N/A | - |
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