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CVMAX vs RNWFX
CVMAX vs RNWFX Comparison
Open Charts CVMAX vs RNWFX
Calvert Emerging Markets Equity A
Price$16.88
Change-$0.29 (-1.69%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$79.55
Change-$1.12 (-1.39%)
VolumeN/A
CapitalizationN/A
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CVMAX vs RNWFX Comparison Chart
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CVMAX vs. RNWFX commentary
Sep 08, 2024
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 CVMAX is a StrongBuy and RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 60.1B vs. CVMAX (1.52B). RNWFX pays higher dividends than CVMAX: RNWFX (1.51) vs CVMAX (0.70). CVMAX was incepted earlier than RNWFX: CVMAX (12 years) vs RNWFX (22 years). CVMAX is a more actively managed with annual turnover of: 59.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than CVMAX: RNWFX (250) vs CVMAX (1000). RNWFX annual gain was more profitable for investors over the last year : 11.53 vs. CVMAX (8.82). RNWFX return over 5 years is better than : 22.38 vs. CVMAX (8.08).
| CVMAX | RNWFX | CVMAX / RNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 5.875 | 7.245 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 60.1B | 3% |
| Annual Yield % from dividends | 0.70 | 1.51 | 47% |
| Returns for 1 year | 8.82 | 11.53 | 76% |
| Returns for 3 years | -21.90 | -15.44 | 142% |
| Returns for 5 years | 8.08 | 22.38 | 36% |
| Returns for 10 years | 26.61 | 35.71 | 75% |
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