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LSVZX vs RNWFX
LSVZX vs RNWFX Comparison
Open Charts LSVZX vs RNWFX
LSV Emerging Markets Equity Instl
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets133.93M
American Funds New World R5
Price$87.49
Change+$0.33 (+0.38%)
VolumeN/A
Net Assets68.33B
LSVZX vs RNWFX Comparison Chart
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LSVZX vs. RNWFX 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 RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 68.3B vs. LSVZX (134M). LSVZX pays higher dividends than RNWFX: LSVZX (1.41) vs RNWFX (1.09). LSVZX was incepted earlier than RNWFX: LSVZX (6 years) vs RNWFX (23 years). LSVZX (1.85) is less costly to investors than RNWFX (0.62). RNWFX is a more actively managed with annual turnover of: 37.00 vs. LSVZX (13.00). RNWFX has a lower initial minimum investment than LSVZX: RNWFX (250) vs LSVZX (100000). LSVZX annual gain was more profitable for investors over the last year : 16.52 vs. RNWFX (10.30). LSVZX return over 5 years is better than : 82.25 vs. RNWFX (35.86).
| LSVZX | RNWFX | LSVZX / RNWFX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 1.85 | 0.62 | 298% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 16.695 | 13.241 | 126% |
| 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 | 1.09 | 129% |
| Returns for 1 year | 16.52 | 10.30 | 160% |
| Returns for 3 years | 44.15 | 32.04 | 138% |
| Returns for 5 years | 82.25 | 35.86 | 229% |
| Returns for 10 years | N/A | 63.56 | - |
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