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FNWFX vs WELNX
FNWFX vs WELNX Comparison
Open Charts FNWFX vs WELNX
American Funds New World F3
Price$77.85
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
William Blair Emerging Mkts Ldrs N
Price$9.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets163.8M
FNWFX vs WELNX Comparison Chart
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FNWFX vs. WELNX commentary
Jan 19, 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 StrongBuy and WELNX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 62.6B vs. WELNX (164M). 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). WELNX annual gain was more profitable for investors over the last year : 10.03 vs. FNWFX (7.47). FNWFX return over 5 years is better than : 11.39 vs. WELNX (-15.29).
| 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 | 1.078 | -0.434 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 164M | 38,171% |
| Annual Yield % from dividends | 1.56 | 0.61 | 256% |
| Returns for 1 year | 7.47 | 10.03 | 75% |
| Returns for 3 years | -2.78 | -15.67 | 18% |
| Returns for 5 years | 11.39 | -15.29 | -75% |
| Returns for 10 years | N/A | 2.32 | - |
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