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RNWBX vs WELNX
RNWBX vs WELNX Comparison
Open Charts RNWBX vs WELNX
American Funds New World R2
Price$85.27
Change+$0.52 (+0.61%)
VolumeN/A
Net Assets70.56B
William Blair Emerging Mkts Ldrs N
Price$10.35
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets160.96M
RNWBX vs WELNX Comparison Chart in %
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RNWBX vs. WELNX commentary
Jul 06, 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 WELNX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 70.6B vs. WELNX (161M). RNWBX pays higher dividends than WELNX: RNWBX (0.13) vs WELNX (0.06). RNWBX was incepted earlier than WELNX: RNWBX (23 years) vs WELNX (15 years). RNWBX (1.67) is less costly to investors than WELNX (1.50). WELNX is a more actively managed with annual turnover of: 67.00 vs. RNWBX (37.00). RNWBX has a lower initial minimum investment than WELNX: RNWBX (250) vs WELNX (2500). WELNX annual gain was more profitable for investors over the last year : 13.81 vs. RNWBX (10.50). RNWBX return over 5 years is better than : 27.64 vs. WELNX (0.79).
| RNWBX | WELNX | RNWBX / WELNX | |
| Total Expense Ratio | 1.67 | 1.24 | 135% |
| Annual Report Gross Expense Ratio | 1.67 | 1.50 | 111% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 15.935 | 12.378 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 161M | 43,851% |
| Annual Yield % from dividends | 0.13 | 0.06 | 210% |
| Returns for 1 year | 10.50 | 13.81 | 76% |
| Returns for 3 years | 37.23 | 20.92 | 178% |
| Returns for 5 years | 27.64 | 0.79 | 3,516% |
| Returns for 10 years | 63.65 | 18.32 | 347% |