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CDWAX vs RNWBX
CDWAX vs RNWBX Comparison
Open Charts CDWAX vs RNWBX
American Funds Dvlpg Wld Gr&Inc 529A
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets1.86B
American Funds New World R2
Price$77.75
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets63.85B
CDWAX vs RNWBX Comparison Chart
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CDWAX vs. RNWBX commentary
May 11, 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 CDWAX is a Buy and RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 63.8B vs. CDWAX (1.86B). CDWAX pays higher dividends than RNWBX: CDWAX (1.02) vs RNWBX (0.14). CDWAX was incepted earlier than RNWBX: CDWAX (11 years) vs RNWBX (23 years). RNWBX (1.67) is less costly to investors than CDWAX (1.23). CDWAX is a more actively managed with annual turnover of: 51.00 vs. RNWBX (37.00). CDWAX (250) and RNWBX (250) have matching initial minimum investment requirements. CDWAX annual gain was more profitable for investors over the last year : 7.38 vs. RNWBX (2.53). RNWBX (32.71) and CDWAX (32.55) have equivalent 5 years return.
| CDWAX | RNWBX | CDWAX / RNWBX | |
| Total Expense Ratio | 1.23 | 1.67 | 74% |
| Annual Report Gross Expense Ratio | 1.23 | 1.67 | 74% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 8.252 | 5.710 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 63.8B | 3% |
| Annual Yield % from dividends | 1.02 | 0.14 | 720% |
| Returns for 1 year | 7.38 | 2.53 | 291% |
| Returns for 3 years | 31.15 | 23.98 | 130% |
| Returns for 5 years | 32.55 | 32.71 | 100% |
| Returns for 10 years | 24.62 | 44.25 | 56% |