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CVMIX vs RNWFX
CVMIX vs RNWFX Comparison
Open Charts CVMIX vs RNWFX
Calvert Emerging Markets Equity I
Price$17.74
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
American Funds New World R5
Price$83.31
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
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CVMIX vs RNWFX Comparison Chart
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CVMIX vs. RNWFX commentary
Sep 21, 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 CVMIX is a StrongBuy and RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.1B vs. CVMIX (1.52B). RNWFX pays higher dividends than CVMIX: RNWFX (1.51) vs CVMIX (0.90). CVMIX was incepted earlier than RNWFX: CVMIX (12 years) vs RNWFX (22 years). CVMIX is a more actively managed with annual turnover of: 59.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than CVMIX: RNWFX (250) vs CVMIX (1000000). RNWFX annual gain was more profitable for investors over the last year : 18.63 vs. CVMIX (16.52). RNWFX return over 5 years is better than : 25.67 vs. CVMIX (11.69).
| CVMIX | RNWFX | CVMIX / 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 | 8.834 | 10.755 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 63.1B | 2% |
| Annual Yield % from dividends | 0.90 | 1.51 | 60% |
| Returns for 1 year | 16.52 | 18.63 | 89% |
| Returns for 3 years | -14.81 | -9.72 | 152% |
| Returns for 5 years | 11.69 | 25.67 | 46% |
| Returns for 10 years | 40.73 | 44.41 | 92% |
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