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IPOCX vs RNWHX
IPOCX vs RNWHX Comparison
Open Charts IPOCX vs RNWHX
Macquarie Systematic Em Mkts Eq C
Price$18.47
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets690.49M
American Funds New World R5E
Price$96.22
Change-$1.24 (-1.27%)
VolumeN/A
Net Assets76.61B
IPOCX vs RNWHX Comparison Chart in %
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IPOCX vs. RNWHX commentary
Nov 14, 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 IPOCX is a Buy and RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 76.6B vs. IPOCX (690M). IPOCX pays higher dividends than RNWHX: IPOCX (3.06) vs RNWHX (0.90). IPOCX was incepted earlier than RNWHX: IPOCX (30 years) vs RNWHX (10 years). IPOCX (2.24) is less costly to investors than RNWHX (0.72). RNWHX is a more actively managed with annual turnover of: 37.00 vs. IPOCX (28.00). RNWHX has a lower initial minimum investment than IPOCX: RNWHX (250) vs IPOCX (1000). IPOCX annual gain was more profitable for investors over the last year : 24.70 vs. RNWHX (20.99). RNWHX return over 5 years is better than : 24.39 vs. IPOCX (-6.12).
| IPOCX | RNWHX | IPOCX / RNWHX | |
| Total Expense Ratio | 1.80 | 0.72 | 250% |
| Annual Report Gross Expense Ratio | 2.24 | 0.72 | 311% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 25.336 | 26.572 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 76.6B | 1% |
| Annual Yield % from dividends | 3.06 | 0.90 | 338% |
| Returns for 1 year | 24.70 | 20.99 | 118% |
| Returns for 3 years | 28.07 | 48.72 | 58% |
| Returns for 5 years | -6.12 | 24.39 | -25% |
| Returns for 10 years | 66.71 | N/A | - |
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