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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$80.49
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
William Blair Emerging Mkts Ldrs R6
Price$9.63
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets168.7M
FNWFX vs WELIX Comparison Chart
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FNWFX vs. WELIX commentary
Feb 23, 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 WELIX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. WELIX (169M). 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 : 9.52 vs. FNWFX (5.15). FNWFX return over 5 years is better than : 18.14 vs. WELIX (-5.60).
| 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 | 4.505 | 4.221 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 169M | 37,633% |
| Annual Yield % from dividends | 1.56 | 0.85 | 184% |
| Returns for 1 year | 5.15 | 9.52 | 54% |
| Returns for 3 years | 6.39 | -8.15 | -78% |
| Returns for 5 years | 18.14 | -5.60 | -324% |
| Returns for 10 years | N/A | 9.38 | - |