Ad is loading...
RNWFX vs SBHEX
RNWFX vs SBHEX Comparison
Open Charts RNWFX vs SBHEX
American Funds New World R5
Price$77.72
Change+$0.12 (+0.15%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Em Mkts Retl
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
RNWFX vs SBHEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNWFX vs. SBHEX 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 SBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.2B vs. SBHEX (67.5M). SBHEX pays higher dividends than RNWFX: SBHEX (5.11) vs RNWFX (1.51). RNWFX was incepted earlier than SBHEX: RNWFX (23 years) vs SBHEX (10 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 : 16.79 vs. RNWFX (5.86). SBHEX return over 5 years is better than : 29.68 vs. RNWFX (14.39).
| RNWFX | SBHEX | RNWFX / SBHEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.549 | 14.439 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2B | 67.5M | 92,148% |
| Annual Yield % from dividends | 1.51 | 5.11 | 29% |
| Returns for 1 year | 5.86 | 16.79 | 35% |
| Returns for 3 years | -5.10 | 17.21 | -30% |
| Returns for 5 years | 14.39 | 29.68 | 49% |
| Returns for 10 years | 42.67 | 57.46 | 74% |