Interact to see
Advertisement
Advertisement
FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$90.27
Change-$0.41 (-0.45%)
VolumeN/A
Net Assets71.13B
William Blair Emerging Mkts Ldrs R6
Price$10.49
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets163.44M
FNWFX vs WELIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. WELIX commentary
Jul 26, 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 Buy and WELIX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 71.1B vs. WELIX (163M). FNWFX pays higher dividends than WELIX: FNWFX (1.09) vs WELIX (0.28). FNWFX was incepted earlier than WELIX: FNWFX (9 years) vs WELIX (17 years). WELIX (1.13) is less costly to investors than FNWFX (0.57). WELIX is a more actively managed with annual turnover of: 67.00 vs. FNWFX (37.00). FNWFX (1000000) and WELIX (1000000) have matching initial minimum investment requirements. WELIX annual gain was more profitable for investors over the last year : 18.48 vs. FNWFX (16.25). FNWFX return over 5 years is better than : 30.41 vs. WELIX (-2.93).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.13 | 50% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 17.203 | 14.286 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.1B | 163M | 43,620% |
| Annual Yield % from dividends | 1.09 | 0.28 | 394% |
| Returns for 1 year | 16.25 | 18.48 | 88% |
| Returns for 3 years | 40.79 | 25.13 | 162% |
| Returns for 5 years | 30.41 | -2.93 | -1,039% |
| Returns for 10 years | N/A | 29.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers