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RNWFX vs VCESX
RNWFX vs VCESX Comparison
Open Charts RNWFX vs VCESX
American Funds New World R5
Price$78.09
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
Virtus KAR Emerging Markets Small-Cap C
Price$14.09
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets268.48M
RNWFX vs VCESX Comparison Chart
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RNWFX vs. VCESX commentary
Jan 19, 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 VCESX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.6B vs. VCESX (268M). RNWFX pays higher dividends than VCESX: RNWFX (1.51) vs VCESX (0.00). RNWFX was incepted earlier than VCESX: RNWFX (23 years) vs VCESX (11 years). RNWFX is a more actively managed with annual turnover of: 32.00 vs. VCESX (17.00). RNWFX has a lower initial minimum investment than VCESX: RNWFX (250) vs VCESX (2500). RNWFX annual gain was more profitable for investors over the last year : 7.43 vs. VCESX (1.05). VCESX (11.55) and RNWFX (11.26) have equivalent 5 years return.
| RNWFX | VCESX | RNWFX / VCESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 1.074 | -1.883 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 268M | 23,358% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | 7.43 | 1.05 | 711% |
| Returns for 3 years | -2.85 | -5.19 | 55% |
| Returns for 5 years | 11.26 | 11.55 | 97% |
| Returns for 10 years | 50.71 | 54.14 | 94% |
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