Interact to see
Advertisement
Advertisement
CEFIX vs RNWFX
CEFIX vs RNWFX Comparison
Open Charts CEFIX vs RNWFX
Calvert Emerging Markets Advancement I
Price$13.99
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets114.47M
American Funds New World R5
Price$88.69
Change-$0.57 (-0.64%)
VolumeN/A
Net Assets69.4B
CEFIX vs RNWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CEFIX vs. RNWFX commentary
Aug 02, 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 Buy and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 69.4B vs. CEFIX (114M). CEFIX pays higher dividends than RNWFX: CEFIX (1.45) vs RNWFX (1.04). 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 : 20.48 vs. RNWFX (12.01). CEFIX return over 5 years is better than : 51.07 vs. RNWFX (26.27).
| 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 | 21.664 | 14.794 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 69.4B | 0% |
| Annual Yield % from dividends | 1.45 | 1.04 | 139% |
| Returns for 1 year | 20.48 | 12.01 | 170% |
| Returns for 3 years | 43.91 | 32.99 | 133% |
| Returns for 5 years | 51.07 | 26.27 | 194% |
| Returns for 10 years | N/A | 69.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement