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BEXFX vs RNWFX
BEXFX vs RNWFX Comparison
Open Charts BEXFX vs RNWFX
Baron Emerging Markets Retail
Price$15.21
Change-$0.33 (-2.12%)
VolumeN/A
Net Assets3.59B
American Funds New World R5
Price$77.31
Change-$1.87 (-2.36%)
VolumeN/A
Net Assets62.34B
BEXFX vs RNWFX Comparison Chart
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BEXFX vs. RNWFX 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 BEXFX is a Hold and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.3B vs. BEXFX (3.59B). RNWFX pays higher dividends than BEXFX: RNWFX (1.17) vs BEXFX (0.50). BEXFX was incepted earlier than RNWFX: BEXFX (14 years) vs RNWFX (23 years). BEXFX (1.37) is less costly to investors than RNWFX (0.62). RNWFX is a more actively managed with annual turnover of: 37.00 vs. BEXFX (33.37). RNWFX has a lower initial minimum investment than BEXFX: RNWFX (250) vs BEXFX (2000). BEXFX annual gain was more profitable for investors over the last year : 9.28 vs. RNWFX (-1.48). RNWFX (50.78) and BEXFX (49.72) have equivalent 5 years return.
| BEXFX | RNWFX | BEXFX / RNWFX | |
| Total Expense Ratio | 1.37 | 0.62 | 221% |
| Annual Report Gross Expense Ratio | 1.37 | 0.62 | 221% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.155 | 0.065 | 6,422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 62.3B | 6% |
| Annual Yield % from dividends | 0.50 | 1.17 | 42% |
| Returns for 1 year | 9.28 | -1.48 | -628% |
| Returns for 3 years | 1.13 | 0.31 | 369% |
| Returns for 5 years | 49.72 | 50.78 | 98% |
| Returns for 10 years | 31.69 | 42.27 | 75% |
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