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CEFIX vs RNWFX
CEFIX vs RNWFX Comparison
Open Charts CEFIX vs RNWFX
Calvert Emerging Markets Advancement I
Price$11.83
Change-$0.34 (-2.79%)
VolumeN/A
Net Assets102.58M
American Funds New World R5
Price$77.31
Change-$1.87 (-2.36%)
VolumeN/A
Net Assets62.34B
CEFIX vs RNWFX Comparison Chart
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CEFIX 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 CEFIX is a Hold and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.3B vs. CEFIX (103M). CEFIX pays higher dividends than RNWFX: CEFIX (1.69) vs RNWFX (1.17). CEFIX was incepted earlier than RNWFX: CEFIX (6 years) vs RNWFX (23 years). CEFIX (1.17) is less costly to investors than RNWFX (0.62). CEFIX is a more actively managed with annual turnover of: 76.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than CEFIX: RNWFX (250) vs CEFIX (1000000). CEFIX annual gain was more profitable for investors over the last year : 10.78 vs. RNWFX (-1.48). CEFIX return over 5 years is better than : 63.97 vs. RNWFX (50.78).
| CEFIX | RNWFX | CEFIX / RNWFX | |
| Total Expense Ratio | 0.97 | 0.62 | 156% |
| Annual Report Gross Expense Ratio | 1.17 | 0.62 | 189% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 5.459 | 0.065 | 8,436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 62.3B | 0% |
| Annual Yield % from dividends | 1.69 | 1.17 | 144% |
| Returns for 1 year | 10.78 | -1.48 | -730% |
| Returns for 3 years | 10.90 | 0.31 | 3,571% |
| Returns for 5 years | 63.97 | 50.78 | 126% |
| Returns for 10 years | N/A | 42.27 | - |
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