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AVEEX vs RNWFX
AVEEX vs RNWFX Comparison
Open Charts AVEEX vs RNWFX
Avantis® Emerging Markets Equity Instl
Price$11.30
Change-$0.14 (-1.22%)
VolumeN/A
Net Assets577.31M
American Funds New World R5
Price$75.72
Change-$0.84 (-1.10%)
VolumeN/A
Net Assets60.23B
AVEEX vs RNWFX Comparison Chart
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AVEEX vs. RNWFX commentary
Apr 18, 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 AVEEX is a StrongSell and RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 60.2B vs. AVEEX (577M). AVEEX pays higher dividends than RNWFX: AVEEX (2.88) vs RNWFX (1.17). AVEEX was incepted earlier than RNWFX: AVEEX (5 years) vs RNWFX (23 years). RNWFX (0.62) is less costly to investors than AVEEX (0.33). RNWFX is a more actively managed with annual turnover of: 37.00 vs. AVEEX (10.00). RNWFX has a lower initial minimum investment than AVEEX: RNWFX (250) vs AVEEX (5000000). AVEEX annual gain was more profitable for investors over the last year : 6.29 vs. RNWFX (-0.07). AVEEX return over 5 years is better than : 55.46 vs. RNWFX (32.74).
| AVEEX | RNWFX | AVEEX / RNWFX | |
| Total Expense Ratio | 0.33 | 0.62 | 53% |
| Annual Report Gross Expense Ratio | 0.33 | 0.62 | 53% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.209 | -1.993 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 60.2B | 1% |
| Annual Yield % from dividends | 2.88 | 1.17 | 245% |
| Returns for 1 year | 6.29 | -0.07 | -9,237% |
| Returns for 3 years | 8.54 | 4.10 | 208% |
| Returns for 5 years | 55.46 | 32.74 | 169% |
| Returns for 10 years | N/A | 38.44 | - |
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