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FNWFX vs WELNX
FNWFX vs WELNX Comparison
Open Charts FNWFX vs WELNX
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.28
Change-$0.17 (-1.80%)
VolumeN/A
CapitalizationN/A
FNWFX vs WELNX Comparison Chart
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FNWFX vs. WELNX commentary
Dec 19, 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 WELNX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 64B vs. WELNX (171M). FNWFX pays higher dividends than WELNX: FNWFX (1.56) vs WELNX (0.61). FNWFX was incepted earlier than WELNX: FNWFX (8 years) vs WELNX (15 years). WELNX is a more actively managed with annual turnover of: 44.00 vs. FNWFX (32.00). WELNX has a lower initial minimum investment than FNWFX: WELNX (2500) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 12.00 vs. WELNX (10.53). FNWFX return over 5 years is better than : 16.03 vs. WELNX (-8.92).
| FNWFX | WELNX | FNWFX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 10.027 | 8.372 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.56 | 0.61 | 256% |
| Returns for 1 year | 12.00 | 10.53 | 114% |
| Returns for 3 years | 0.71 | -13.86 | -5% |
| Returns for 5 years | 16.03 | -8.92 | -180% |
| Returns for 10 years | N/A | 7.96 | - |
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