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FNWFX vs WELNX
FNWFX vs WELNX Comparison
Open Charts FNWFX vs WELNX
American Funds New World F3
Price$73.07
Change-$4.01 (-5.20%)
VolumeN/A
Net Assets60.85B
William Blair Emerging Mkts Ldrs N
Price$8.61
Change-$0.45 (-4.97%)
VolumeN/A
Net Assets159.69M
FNWFX vs WELNX Comparison Chart
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FNWFX vs. WELNX commentary
Apr 05, 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 WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 60.8B vs. WELNX (160M). FNWFX pays higher dividends than WELNX: FNWFX (1.23) vs WELNX (0.07). FNWFX was incepted earlier than WELNX: FNWFX (8 years) vs WELNX (15 years). WELNX (1.46) is less costly to investors than FNWFX (0.57). WELNX is a more actively managed with annual turnover of: 67.00 vs. FNWFX (37.00). 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 : 5.17 vs. FNWFX (-1.44). FNWFX return over 5 years is better than : 50.96 vs. WELNX (20.24).
| FNWFX | WELNX | FNWFX / WELNX | |
| Total Expense Ratio | 0.57 | 1.24 | 46% |
| Annual Report Gross Expense Ratio | 0.57 | 1.46 | 39% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 0.078 | 0.651 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8B | 160M | 38,000% |
| Annual Yield % from dividends | 1.23 | 0.07 | 1,813% |
| Returns for 1 year | -1.44 | 5.17 | -28% |
| Returns for 3 years | 0.37 | -11.68 | -3% |
| Returns for 5 years | 50.96 | 20.24 | 252% |
| Returns for 10 years | N/A | -0.05 | - |
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