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RNWFX vs SBHEX
RNWFX vs SBHEX Comparison
Open Charts RNWFX vs SBHEX
American Funds New World R5
Price$79.57
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets63.54B
Segall Bryant & Hamill Em Mkts Retl
Price$9.18
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets66.36M
RNWFX vs SBHEX Comparison Chart
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RNWFX vs. SBHEX 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 SBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.5B vs. SBHEX (66.4M). SBHEX pays higher dividends than RNWFX: SBHEX (5.11) vs RNWFX (1.51). RNWFX was incepted earlier than SBHEX: RNWFX (23 years) vs SBHEX (11 years). SBHEX is a more actively managed with annual turnover of: 85.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than SBHEX: RNWFX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 17.07 vs. RNWFX (8.03). SBHEX return over 5 years is better than : 30.04 vs. RNWFX (15.40).
| RNWFX | SBHEX | RNWFX / SBHEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.990 | 2.570 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5B | 66.4M | 95,633% |
| Annual Yield % from dividends | 1.51 | 5.11 | 29% |
| Returns for 1 year | 8.03 | 17.07 | 47% |
| Returns for 3 years | 2.01 | 17.25 | 12% |
| Returns for 5 years | 15.40 | 30.04 | 51% |
| Returns for 10 years | 50.73 | 57.44 | 88% |