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FNWFX vs WBELX
FNWFX vs WBELX Comparison
Open Charts FNWFX vs WBELX
American Funds New World F3
Price$80.36
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.28
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
FNWFX vs WBELX Comparison Chart
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FNWFX vs. WBELX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.9B vs. WBELX (181M). 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 (11.59) and WBELX (11.10) have marching annual gain over last year. FNWFX return over 5 years is better than : 17.23 vs. WBELX (-5.53).
| 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 | 7.147 | 5.936 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 181M | 33,646% |
| Annual Yield % from dividends | 1.56 | 0.77 | 202% |
| Returns for 1 year | 11.59 | 11.10 | 104% |
| Returns for 3 years | -14.49 | -28.15 | 51% |
| Returns for 5 years | 17.23 | -5.53 | -311% |
| Returns for 10 years | N/A | 0.63 | - |
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