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RNWFX vs SBEMX
RNWFX vs SBEMX Comparison
Open Charts RNWFX vs SBEMX
American Funds New World R5
Price$79.57
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets63.54B
Segall Bryant & Hamill Em Mkts Instl
Price$9.21
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets66.36M
RNWFX vs SBEMX Comparison Chart
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RNWFX vs. SBEMX commentary
Jan 24, 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 RNWFX is a StrongBuy and SBEMX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.5B vs. SBEMX (66.4M). SBEMX pays higher dividends than RNWFX: SBEMX (5.23) vs RNWFX (1.51). RNWFX was incepted earlier than SBEMX: RNWFX (23 years) vs SBEMX (14 years). SBEMX is a more actively managed with annual turnover of: 85.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than SBEMX: RNWFX (250) vs SBEMX (250000). SBEMX annual gain was more profitable for investors over the last year : 18.77 vs. RNWFX (8.40). SBEMX return over 5 years is better than : 30.65 vs. RNWFX (15.02).
| RNWFX | SBEMX | RNWFX / SBEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.653 | 2.227 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5B | 66.4M | 95,633% |
| Annual Yield % from dividends | 1.51 | 5.23 | 29% |
| Returns for 1 year | 8.40 | 18.77 | 45% |
| Returns for 3 years | 0.55 | 15.72 | 4% |
| Returns for 5 years | 15.02 | 30.65 | 49% |
| Returns for 10 years | 50.52 | 59.53 | 85% |