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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$83.10
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
CapitalizationN/A
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FNWFX vs WELIX Comparison Chart
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FNWFX vs. WELIX commentary
Sep 21, 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 StrongBuy and WELIX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.1B vs. WELIX (194M). 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. FNWFX annual gain was more profitable for investors over the last year : 18.70 vs. WELIX (16.07). FNWFX return over 5 years is better than : 25.74 vs. WELIX (-0.93).
| 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 | 10.800 | 7.429 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 194M | 32,526% |
| Annual Yield % from dividends | 1.56 | 0.85 | 184% |
| Returns for 1 year | 18.70 | 16.07 | 116% |
| Returns for 3 years | -9.66 | -25.64 | 38% |
| Returns for 5 years | 25.74 | -0.93 | -2,774% |
| Returns for 10 years | N/A | 3.32 | - |
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