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AZMIX vs RNWAX
AZMIX vs RNWAX Comparison
Open Charts AZMIX vs RNWAX
Virtus NFJ Emerging Markets Value Ins
Price$16.01
Change-$0.41 (-2.50%)
VolumeN/A
Net Assets15.2M
American Funds New World R1
Price$73.48
Change-$1.79 (-2.38%)
VolumeN/A
Net Assets62.34B
AZMIX vs RNWAX Comparison Chart
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AZMIX vs. RNWAX commentary
Apr 04, 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 AZMIX is a Buy and RNWAX is a Hold.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 62.3B vs. AZMIX (15.2M). AZMIX pays higher dividends than RNWAX: AZMIX (1.39) vs RNWAX (0.00). AZMIX was incepted earlier than RNWAX: AZMIX (12 years) vs RNWAX (23 years). RNWAX (1.66) is less costly to investors than AZMIX (1.45). AZMIX is a more actively managed with annual turnover of: 119.00 vs. RNWAX (37.00). RNWAX has a lower initial minimum investment than AZMIX: RNWAX (250) vs AZMIX (1000000). AZMIX annual gain was more profitable for investors over the last year : 7.49 vs. RNWAX (-2.64). RNWAX return over 5 years is better than : 44.35 vs. AZMIX (34.88).
| AZMIX | RNWAX | AZMIX / RNWAX | |
| Total Expense Ratio | 0.89 | 1.66 | 54% |
| Annual Report Gross Expense Ratio | 1.45 | 1.66 | 87% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 6.072 | -0.204 | -2,981% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 62.3B | 0% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 7.49 | -2.64 | -284% |
| Returns for 3 years | -4.49 | -1.99 | 225% |
| Returns for 5 years | 34.88 | 44.35 | 79% |
| Returns for 10 years | 26.23 | 35.53 | 74% |
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