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RNWFX vs WBEIX
RNWFX vs WBEIX Comparison
Open Charts RNWFX vs WBEIX
American Funds New World R5
Price$76.56
Change+$0.45 (+0.59%)
VolumeN/A
Net Assets59.9B
William Blair Emerging Mkts Growth I
Price$11.87
Change+$0.15 (+1.28%)
VolumeN/A
Net Assets828.3M
RNWFX vs WBEIX Comparison Chart
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RNWFX vs. WBEIX commentary
Apr 16, 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 WBEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 59.9B vs. WBEIX (828M). RNWFX pays higher dividends than WBEIX: RNWFX (1.17) vs WBEIX (0.10). RNWFX was incepted earlier than WBEIX: RNWFX (23 years) vs WBEIX (20 years). WBEIX (1.20) is less costly to investors than RNWFX (0.62). WBEIX is a more actively managed with annual turnover of: 81.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than WBEIX: RNWFX (250) vs WBEIX (500000). RNWFX annual gain was more profitable for investors over the last year : 0.27 vs. WBEIX (-1.58). RNWFX return over 5 years is better than : 37.37 vs. WBEIX (1.13).
| RNWFX | WBEIX | RNWFX / WBEIX | |
| Total Expense Ratio | 0.62 | 0.99 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 1.20 | 52% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -0.906 | -8.580 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9B | 828M | 7,234% |
| Annual Yield % from dividends | 1.17 | 0.10 | 1,159% |
| Returns for 1 year | 0.27 | -1.58 | -17% |
| Returns for 3 years | 5.25 | -11.32 | -46% |
| Returns for 5 years | 37.37 | 1.13 | 3,321% |
| Returns for 10 years | 39.98 | -12.14 | -329% |
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