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RNWFX vs SBHEX
RNWFX vs SBHEX Comparison
Open Charts RNWFX vs SBHEX
American Funds New World R5
Price$96.31
Change-$0.31 (-0.32%)
VolumeN/A
Net Assets75.16B
Segall Bryant & Hamill Em Mkts Retl
Price$11.57
Change-$0.08 (-0.69%)
VolumeN/A
Net Assets85M
RNWFX vs SBHEX Comparison Chart in %
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RNWFX vs. SBHEX commentary
Oct 08, 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 Hold and SBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.2B vs. SBHEX (85M). SBHEX pays higher dividends than RNWFX: SBHEX (5.16) vs RNWFX (0.97). RNWFX was incepted earlier than SBHEX: RNWFX (23 years) vs SBHEX (11 years). SBHEX (2.21) is less costly to investors than RNWFX (0.62). SBHEX is a more actively managed with annual turnover of: 88.00 vs. RNWFX (37.00). 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 : 20.67 vs. RNWFX (12.79). SBHEX return over 5 years is better than : 73.64 vs. RNWFX (30.85).
| RNWFX | SBHEX | RNWFX / SBHEX | |
| Total Expense Ratio | 0.62 | 1.14 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 2.21 | 28% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 24.657 | 30.168 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.2B | 85M | 88,471% |
| Annual Yield % from dividends | 0.97 | 5.16 | 19% |
| Returns for 1 year | 12.79 | 20.67 | 62% |
| Returns for 3 years | 57.93 | 94.44 | 61% |
| Returns for 5 years | 30.85 | 73.64 | 42% |
| Returns for 10 years | 95.27 | 121.29 | 79% |
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