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FNWFX vs WBELX
FNWFX vs WBELX Comparison
Open Charts FNWFX vs WBELX
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.33
Change-$0.18 (-1.89%)
VolumeN/A
CapitalizationN/A
FNWFX vs WBELX Comparison Chart
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FNWFX vs. WBELX commentary
Dec 19, 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 FNWFX is a Buy and WBELX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 64B vs. WBELX (171M). FNWFX pays higher dividends than WBELX: FNWFX (1.56) vs WBELX (0.77). FNWFX was incepted earlier than WBELX: FNWFX (8 years) vs WBELX (17 years). WBELX is a more actively managed with annual turnover of: 44.00 vs. FNWFX (32.00). WBELX has a lower initial minimum investment than FNWFX: WBELX (500000) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 12.00 vs. WBELX (10.84). FNWFX return over 5 years is better than : 16.03 vs. WBELX (-7.77).
| FNWFX | WBELX | FNWFX / WBELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 10.027 | 8.562 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.56 | 0.77 | 202% |
| Returns for 1 year | 12.00 | 10.84 | 111% |
| Returns for 3 years | 0.71 | -13.16 | -5% |
| Returns for 5 years | 16.03 | -7.77 | -206% |
| Returns for 10 years | N/A | 10.88 | - |