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FNWFX vs WBELX
FNWFX vs WBELX Comparison
Open Charts FNWFX vs WBELX
American Funds New World F3
Price$77.85
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
William Blair Emerging Mkts Ldrs I
Price$9.20
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets163.8M
FNWFX vs WBELX Comparison Chart
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FNWFX vs. WBELX commentary
Jan 19, 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 FNWFX is a StrongBuy and WBELX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.6B vs. WBELX (164M). 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). WBELX annual gain was more profitable for investors over the last year : 10.06 vs. FNWFX (7.47). FNWFX return over 5 years is better than : 11.39 vs. WBELX (-14.40).
| 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 | 1.078 | -0.541 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 164M | 38,171% |
| Annual Yield % from dividends | 1.56 | 0.77 | 202% |
| Returns for 1 year | 7.47 | 10.06 | 74% |
| Returns for 3 years | -2.78 | -15.17 | 18% |
| Returns for 5 years | 11.39 | -14.40 | -79% |
| Returns for 10 years | N/A | 4.96 | - |
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