Ad is loading...
RNWBX vs WBELX
RNWBX vs WBELX Comparison
Open Charts RNWBX vs WBELX
American Funds New World R2
Price$77.75
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets63.85B
William Blair Emerging Mkts Ldrs I
Price$9.60
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets164.35M
RNWBX vs WBELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNWBX vs. WBELX commentary
May 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 RNWBX is a Buy and WBELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 63.8B vs. WBELX (164M). WBELX pays higher dividends than RNWBX: WBELX (0.25) vs RNWBX (0.14). RNWBX was incepted earlier than WBELX: RNWBX (23 years) vs WBELX (17 years). RNWBX (1.67) is less costly to investors than WBELX (1.18). WBELX is a more actively managed with annual turnover of: 67.00 vs. RNWBX (37.00). RNWBX has a lower initial minimum investment than WBELX: RNWBX (250) vs WBELX (500000). WBELX annual gain was more profitable for investors over the last year : 7.77 vs. RNWBX (2.53). RNWBX return over 5 years is better than : 32.71 vs. WBELX (10.57).
| RNWBX | WBELX | RNWBX / WBELX | |
| Total Expense Ratio | 1.67 | 0.99 | 169% |
| Annual Report Gross Expense Ratio | 1.67 | 1.18 | 142% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.710 | 3.784 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8B | 164M | 38,902% |
| Annual Yield % from dividends | 0.14 | 0.25 | 58% |
| Returns for 1 year | 2.53 | 7.77 | 33% |
| Returns for 3 years | 23.98 | 13.34 | 180% |
| Returns for 5 years | 32.71 | 10.57 | 310% |
| Returns for 10 years | 44.25 | 5.84 | 757% |