Ad is loading...
RNWEX vs WELNX
RNWEX vs WELNX Comparison
Open Charts RNWEX vs WELNX
American Funds New World R4
Price$79.87
Change-$1.83 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.28
Change-$0.17 (-1.80%)
VolumeN/A
CapitalizationN/A
RNWEX vs WELNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNWEX vs. WELNX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWEX has more cash in the bank: 64B vs. WELNX (171M). 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 annual gain was more profitable for investors over the last year : 11.61 vs. WELNX (10.53). RNWEX return over 5 years is better than : 15.05 vs. WELNX (-8.92).
| 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 | 9.664 | 8.372 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.24 | 0.61 | 204% |
| Returns for 1 year | 11.61 | 10.53 | 110% |
| Returns for 3 years | 0.01 | -13.86 | -0% |
| Returns for 5 years | 15.05 | -8.92 | -169% |
| Returns for 10 years | 48.49 | 7.96 | 609% |
View a ticker or compare two or three
VS
VS
Ad is loading...