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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$81.04
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.40
Change+$0.04 (+0.43%)
VolumeN/A
CapitalizationN/A
FNWFX vs WELIX Comparison Chart
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FNWFX vs. WELIX commentary
Nov 23, 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: 63B vs. WELIX (173M). 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 (12.10) and FNWFX (11.74) have marching annual gain over last year. FNWFX return over 5 years is better than : 18.42 vs. WELIX (-3.99).
| 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 | 8.053 | 7.429 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 173M | 36,416% |
| Annual Yield % from dividends | 1.56 | 0.85 | 184% |
| Returns for 1 year | 11.74 | 12.10 | 97% |
| Returns for 3 years | -10.70 | -23.37 | 46% |
| Returns for 5 years | 18.42 | -3.99 | -462% |
| Returns for 10 years | N/A | 1.42 | - |