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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$75.10
Change+$1.40 (+1.90%)
VolumeN/A
Net Assets58.18B
William Blair Emerging Mkts Ldrs R6
Price$8.81
Change+$0.18 (+2.09%)
VolumeN/A
Net Assets151.3M
FNWFX vs WELIX Comparison Chart
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FNWFX vs. WELIX commentary
Apr 12, 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 Hold and WELIX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 58.2B vs. WELIX (151M). FNWFX pays higher dividends than WELIX: FNWFX (1.23) vs WELIX (0.31). FNWFX was incepted earlier than WELIX: FNWFX (8 years) vs WELIX (17 years). WELIX (1.08) 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 : -1.49 vs. FNWFX (-4.95). FNWFX return over 5 years is better than : 33.43 vs. WELIX (7.47).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.08 | 53% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -3.480 | -5.303 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2B | 151M | 38,543% |
| Annual Yield % from dividends | 1.23 | 0.31 | 400% |
| Returns for 1 year | -4.95 | -1.49 | 332% |
| Returns for 3 years | 2.62 | -10.56 | -25% |
| Returns for 5 years | 33.43 | 7.47 | 447% |
| Returns for 10 years | N/A | -6.83 | - |
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