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LSVZX vs RNWAX
LSVZX vs RNWAX Comparison
Open Charts LSVZX vs RNWAX
LSV Emerging Markets Equity Instl
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets133.93M
American Funds New World R1
Price$83.01
Change+$0.32 (+0.39%)
VolumeN/A
Net Assets68.33B
LSVZX vs RNWAX Comparison Chart
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LSVZX vs. RNWAX commentary
Jun 12, 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 LSVZX is a Hold and RNWAX is a Buy.
FUNDAMENTALS
Fundamentals
RNWAX has more cash in the bank: 68.3B vs. LSVZX (134M). LSVZX pays higher dividends than RNWAX: LSVZX (1.41) vs RNWAX (0.00). LSVZX was incepted earlier than RNWAX: LSVZX (6 years) vs RNWAX (23 years). LSVZX (1.85) is less costly to investors than RNWAX (1.66). RNWAX is a more actively managed with annual turnover of: 37.00 vs. LSVZX (13.00). RNWAX has a lower initial minimum investment than LSVZX: RNWAX (250) vs LSVZX (100000). LSVZX annual gain was more profitable for investors over the last year : 16.52 vs. RNWAX (9.04). LSVZX return over 5 years is better than : 82.25 vs. RNWAX (30.12).
| LSVZX | RNWAX | LSVZX / RNWAX | |
| Total Expense Ratio | 0.95 | 1.66 | 57% |
| Annual Report Gross Expense Ratio | 1.85 | 1.66 | 111% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 16.695 | 12.739 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 68.3B | 0% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 16.52 | 9.04 | 183% |
| Returns for 3 years | 44.15 | 29.05 | 152% |
| Returns for 5 years | 82.25 | 30.12 | 273% |
| Returns for 10 years | N/A | 55.85 | - |
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