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RNWFX vs VCESX
RNWFX vs VCESX Comparison
Open Charts RNWFX vs VCESX
American Funds New World R5
Price$80.87
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
Virtus KAR Emerging Markets Small-Cap C
Price$14.49
Change-$0.60 (-3.98%)
VolumeN/A
CapitalizationN/A
RNWFX vs VCESX Comparison Chart
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RNWFX vs. VCESX commentary
Dec 19, 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 VCESX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 64B vs. VCESX (316M). 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 : 11.94 vs. VCESX (8.76). VCESX return over 5 years is better than : 24.03 vs. RNWFX (15.96).
| 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 | 9.971 | 5.726 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 316M | 20,253% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | 11.94 | 8.76 | 136% |
| Returns for 3 years | 0.62 | -7.34 | -8% |
| Returns for 5 years | 15.96 | 24.03 | 66% |
| Returns for 10 years | 50.39 | 61.60 | 82% |