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CDWAX vs RNWFX
CDWAX vs RNWFX Comparison
Open Charts CDWAX vs RNWFX
American Funds Dvlpg Wld Gr&Inc 529A
Price$11.41
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets1.86B
American Funds New World R5
Price$81.76
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
CDWAX vs RNWFX Comparison Chart
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CDWAX vs. RNWFX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. CDWAX (1.86B). RNWFX pays higher dividends than CDWAX: RNWFX (1.15) vs CDWAX (1.02). 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 : 7.49 vs. RNWFX (3.50). RNWFX return over 5 years is better than : 38.14 vs. CDWAX (32.32).
| 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 | 8.063 | 5.824 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 63.6B | 3% |
| Annual Yield % from dividends | 1.02 | 1.15 | 89% |
| Returns for 1 year | 7.49 | 3.50 | 214% |
| Returns for 3 years | 31.94 | 27.35 | 117% |
| Returns for 5 years | 32.32 | 38.14 | 85% |
| Returns for 10 years | 23.71 | 50.44 | 47% |