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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$78.26
Change+$0.27 (+0.35%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.36
Change+$0.01 (+0.11%)
VolumeN/A
CapitalizationN/A
FNWFX vs WELIX Comparison Chart
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FNWFX vs. WELIX commentary
Dec 25, 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 WELIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.6B vs. WELIX (167M). FNWFX pays higher dividends than WELIX: FNWFX (1.56) vs WELIX (0.85). FNWFX was incepted earlier than WELIX: FNWFX (8 years) vs WELIX (17 years). WELIX is a more actively managed with annual turnover of: 44.00 vs. FNWFX (32.00). FNWFX (1000000) and WELIX (1000000) have matching initial minimum investment requirements. WELIX annual gain was more profitable for investors over the last year : 9.69 vs. FNWFX (7.05). FNWFX return over 5 years is better than : 15.04 vs. WELIX (-9.05).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 5.647 | 7.185 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 167M | 37,485% |
| Annual Yield % from dividends | 1.56 | 0.85 | 184% |
| Returns for 1 year | 7.05 | 9.69 | 73% |
| Returns for 3 years | -5.42 | -15.29 | 35% |
| Returns for 5 years | 15.04 | -9.05 | -166% |
| Returns for 10 years | N/A | 9.62 | - |
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