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FNWFX vs WELNX
FNWFX vs WELNX Comparison
Open Charts FNWFX vs WELNX
American Funds New World F3
Price$80.49
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
William Blair Emerging Mkts Ldrs N
Price$9.59
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets168.7M
FNWFX vs WELNX Comparison Chart
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FNWFX vs. WELNX commentary
Feb 24, 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: 63.6B vs. WELNX (169M). 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 : 9.18 vs. FNWFX (5.15). FNWFX return over 5 years is better than : 18.14 vs. WELNX (-6.97).
| 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 | 4.505 | 4.126 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 169M | 37,633% |
| Annual Yield % from dividends | 1.56 | 0.61 | 256% |
| Returns for 1 year | 5.15 | 9.18 | 56% |
| Returns for 3 years | 6.39 | -9.06 | -71% |
| Returns for 5 years | 18.14 | -6.97 | -260% |
| Returns for 10 years | N/A | 5.97 | - |
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