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RNWFX vs SBHEX
RNWFX vs SBHEX Comparison
Open Charts RNWFX vs SBHEX
American Funds New World R5
Price$83.31
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Em Mkts Retl
Price$9.71
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
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RNWFX vs SBHEX Comparison Chart
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RNWFX vs. SBHEX commentary
Sep 21, 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 StrongBuy and SBHEX is a StrongSell.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.1B vs. SBHEX (68.6M). SBHEX pays higher dividends than RNWFX: SBHEX (5.11) vs RNWFX (1.51). RNWFX was incepted earlier than SBHEX: RNWFX (22 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 : 27.05 vs. RNWFX (18.63). SBHEX return over 5 years is better than : 41.13 vs. RNWFX (25.67).
| RNWFX | SBHEX | RNWFX / SBHEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 10.755 | 15.871 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 68.6M | 91,983% |
| Annual Yield % from dividends | 1.51 | 5.11 | 29% |
| Returns for 1 year | 18.63 | 27.05 | 69% |
| Returns for 3 years | -9.72 | 15.25 | -64% |
| Returns for 5 years | 25.67 | 41.13 | 62% |
| Returns for 10 years | 44.41 | 36.42 | 122% |
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