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BAQAX vs RNWHX
BAQAX vs RNWHX Comparison
Open Charts BAQAX vs RNWHX
Brown Advisory Emgerg Mkts Select Adv
Price$11.28
Change+$0.12 (+1.08%)
VolumeN/A
Net Assets595.53M
American Funds New World R5E
Price$74.96
Change+$0.47 (+0.63%)
VolumeN/A
Net Assets59.94B
BAQAX vs RNWHX Comparison Chart
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BAQAX vs. RNWHX commentary
Apr 19, 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 BAQAX is a Sell and RNWHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 59.9B vs. BAQAX (596M). BAQAX pays higher dividends than RNWHX: BAQAX (1.64) vs RNWHX (1.12). BAQAX was incepted earlier than RNWHX: BAQAX (12 years) vs RNWHX (9 years). BAQAX (1.50) is less costly to investors than RNWHX (0.72). BAQAX is a more actively managed with annual turnover of: 70.00 vs. RNWHX (37.00). BAQAX has a lower initial minimum investment than RNWHX: BAQAX (100) vs RNWHX (250). BAQAX annual gain was more profitable for investors over the last year : 5.77 vs. RNWHX (0.63). BAQAX return over 5 years is better than : 46.51 vs. RNWHX (32.89).
| BAQAX | RNWHX | BAQAX / RNWHX | |
| Total Expense Ratio | 1.50 | 0.72 | 208% |
| Annual Report Gross Expense Ratio | 1.50 | 0.72 | 208% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -2.422 | -1.394 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 250 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 59.9B | 1% |
| Annual Yield % from dividends | 1.64 | 1.12 | 146% |
| Returns for 1 year | 5.77 | 0.63 | 910% |
| Returns for 3 years | 8.12 | 4.75 | 171% |
| Returns for 5 years | 46.51 | 32.89 | 141% |
| Returns for 10 years | 23.55 | N/A | - |
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