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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$84.32
Change+$0.11 (+0.13%)
VolumeN/A
Net Assets66.25B
William Blair Emerging Mkts Ldrs R6
Price$9.97
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets170.97M
FNWFX vs WELIX Comparison Chart
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FNWFX vs. WELIX commentary
May 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 66.2B vs. WELIX (171M). FNWFX pays higher dividends than WELIX: FNWFX (1.21) vs WELIX (0.30). FNWFX was incepted earlier than WELIX: FNWFX (8 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 : 9.78 vs. FNWFX (5.80). FNWFX return over 5 years is better than : 41.83 vs. WELIX (15.76).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.13 | 50% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 9.478 | 7.900 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.2B | 171M | 38,713% |
| Annual Yield % from dividends | 1.21 | 0.30 | 398% |
| Returns for 1 year | 5.80 | 9.78 | 59% |
| Returns for 3 years | 27.23 | 15.97 | 171% |
| Returns for 5 years | 41.83 | 15.76 | 265% |
| Returns for 10 years | N/A | 9.47 | - |
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