Ad is loading...
CDWAX vs RNWFX
CDWAX vs RNWFX Comparison
Open Charts CDWAX vs RNWFX
American Funds Dvlpg Wld Gr&Inc 529A
Price$10.75
Change+$0.07 (+0.66%)
VolumeN/A
Net Assets1.72B
American Funds New World R5
Price$76.56
Change+$0.45 (+0.59%)
VolumeN/A
Net Assets59.9B
CDWAX vs RNWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDWAX vs. RNWFX commentary
Apr 16, 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 RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 59.9B vs. CDWAX (1.72B). RNWFX pays higher dividends than CDWAX: RNWFX (1.17) vs CDWAX (1.04). CDWAX was incepted earlier than RNWFX: CDWAX (11 years) vs RNWFX (23 years). CDWAX (1.23) is less costly to investors than RNWFX (0.62). CDWAX is a more actively managed with annual turnover of: 51.00 vs. RNWFX (37.00). CDWAX (250) and RNWFX (250) have matching initial minimum investment requirements. CDWAX annual gain was more profitable for investors over the last year : 6.12 vs. RNWFX (0.27). RNWFX return over 5 years is better than : 37.37 vs. CDWAX (29.64).
| CDWAX | RNWFX | CDWAX / RNWFX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.23 | 0.62 | 198% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.812 | -0.906 | -200% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 59.9B | 3% |
| Annual Yield % from dividends | 1.04 | 1.17 | 89% |
| Returns for 1 year | 6.12 | 0.27 | 2,276% |
| Returns for 3 years | 8.38 | 5.25 | 159% |
| Returns for 5 years | 29.64 | 37.37 | 79% |
| Returns for 10 years | 16.99 | 39.98 | 43% |