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NEWFX vs RNWFX
NEWFX vs RNWFX Comparison
Open Charts NEWFX vs RNWFX
American Funds New World A
Price$77.05
Change-$1.86 (-2.36%)
VolumeN/A
Net Assets62.34B
American Funds New World R5
Price$77.31
Change-$1.87 (-2.36%)
VolumeN/A
Net Assets62.34B
NEWFX vs RNWFX Comparison Chart
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NEWFX vs. RNWFX commentary
Apr 04, 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 NEWFX is a Hold and RNWFX is a Hold.
FUNDAMENTALS
Fundamentals
NEWFX (62.3B) and RNWFX (62.3B) have equal amount of cash in the bank . RNWFX pays higher dividends than NEWFX: RNWFX (1.17) vs NEWFX (0.81). NEWFX was incepted earlier than RNWFX: NEWFX (26 years) vs RNWFX (23 years). NEWFX (0.98) is less costly to investors than RNWFX (0.62). NEWFX (37.00) and RNWFX (37.00) have comparable annual turnover. NEWFX (250) and RNWFX (250) have matching initial minimum investment requirements. RNWFX annual gain was more profitable for investors over the last year : -1.48 vs. NEWFX (-1.83). RNWFX (50.78) and NEWFX (49.11) have equivalent 5 years return.
| NEWFX | RNWFX | NEWFX / RNWFX | |
| Total Expense Ratio | 0.98 | 0.62 | 158% |
| Annual Report Gross Expense Ratio | 0.98 | 0.62 | 158% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | -0.026 | 0.065 | -40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 62.3B | 62.3B | 100% |
| Annual Yield % from dividends | 0.81 | 1.17 | 69% |
| Returns for 1 year | -1.83 | -1.48 | 124% |
| Returns for 3 years | -0.42 | 0.31 | -138% |
| Returns for 5 years | 49.11 | 50.78 | 97% |
| Returns for 10 years | 40.61 | 42.27 | 96% |
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