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CVMIX vs RNWFX
CVMIX vs RNWFX Comparison
Open Charts CVMIX vs RNWFX
Calvert Emerging Markets Equity I
Price$17.40
Change-$0.42 (-2.36%)
VolumeN/A
Net Assets1.19B
American Funds New World R5
Price$77.31
Change-$1.87 (-2.36%)
VolumeN/A
Net Assets62.34B
CVMIX vs RNWFX Comparison Chart
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CVMIX 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 CVMIX is a StrongBuy and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.3B vs. CVMIX (1.19B). RNWFX pays higher dividends than CVMIX: RNWFX (1.17) vs CVMIX (0.61). CVMIX was incepted earlier than RNWFX: CVMIX (12 years) vs RNWFX (23 years). CVMIX (1.09) is less costly to investors than RNWFX (0.62). RNWFX (37.00) and CVMIX (36.00) have comparable annual turnover. RNWFX has a lower initial minimum investment than CVMIX: RNWFX (250) vs CVMIX (1000000). CVMIX annual gain was more profitable for investors over the last year : 6.74 vs. RNWFX (-1.48). RNWFX return over 5 years is better than : 50.78 vs. CVMIX (40.12).
| CVMIX | RNWFX | CVMIX / RNWFX | |
| Total Expense Ratio | 1.03 | 0.62 | 166% |
| Annual Report Gross Expense Ratio | 1.09 | 0.62 | 176% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.308 | 0.065 | 5,112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 62.3B | 2% |
| Annual Yield % from dividends | 0.61 | 1.17 | 52% |
| Returns for 1 year | 6.74 | -1.48 | -456% |
| Returns for 3 years | -2.96 | 0.31 | -969% |
| Returns for 5 years | 40.12 | 50.78 | 79% |
| Returns for 10 years | 45.86 | 42.27 | 108% |
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