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RNWEX vs WELNX
RNWEX vs WELNX Comparison
Open Charts RNWEX vs WELNX
American Funds New World R4
Price$79.58
Change-$0.79 (-0.98%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.23
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
RNWEX vs WELNX Comparison Chart
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RNWEX vs. WELNX commentary
Nov 18, 2024
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 RNWEX is a Buy and WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWEX has more cash in the bank: 60.9B vs. WELNX (181M). RNWEX pays higher dividends than WELNX: RNWEX (1.24) vs WELNX (0.61). RNWEX was incepted earlier than WELNX: RNWEX (22 years) vs WELNX (15 years). WELNX is a more actively managed with annual turnover of: 44.00 vs. RNWEX (32.00). RNWEX has a lower initial minimum investment than WELNX: RNWEX (250) vs WELNX (2500). RNWEX (11.20) and WELNX (10.98) have marching annual gain over last year. RNWEX return over 5 years is better than : 16.22 vs. WELNX (-6.64).
| RNWEX | WELNX | RNWEX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 6.819 | 5.849 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 181M | 33,646% |
| Annual Yield % from dividends | 1.24 | 0.61 | 204% |
| Returns for 1 year | 11.20 | 10.98 | 102% |
| Returns for 3 years | -15.12 | -28.71 | 53% |
| Returns for 5 years | 16.22 | -6.64 | -244% |
| Returns for 10 years | 39.20 | -2.08 | -1,888% |