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RNWFX vs SBEMX
RNWFX vs SBEMX Comparison
Open Charts RNWFX vs SBEMX
American Funds New World R5
Price$77.72
Change+$0.12 (+0.15%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Em Mkts Instl
Price$9.63
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
RNWFX vs SBEMX Comparison Chart
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RNWFX vs. SBEMX commentary
Dec 23, 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 RNWFX is a Buy and SBEMX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.2B vs. SBEMX (67.5M). SBEMX pays higher dividends than RNWFX: SBEMX (5.23) vs RNWFX (1.51). RNWFX was incepted earlier than SBEMX: RNWFX (23 years) vs SBEMX (13 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 : 17.03 vs. RNWFX (5.86). SBEMX return over 5 years is better than : 30.66 vs. RNWFX (14.39).
| RNWFX | SBEMX | RNWFX / SBEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.549 | 14.507 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2B | 67.5M | 92,148% |
| Annual Yield % from dividends | 1.51 | 5.23 | 29% |
| Returns for 1 year | 5.86 | 17.03 | 34% |
| Returns for 3 years | -5.10 | 17.78 | -29% |
| Returns for 5 years | 14.39 | 30.66 | 47% |
| Returns for 10 years | 42.67 | 60.61 | 70% |