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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$79.85
Change+$0.33 (+0.41%)
VolumeN/A
Net Assets62.16B
William Blair Emerging Mkts Ldrs I
Price$9.36
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets163.6M
RNWFX vs WBELX Comparison Chart
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RNWFX vs. WBELX commentary
Apr 30, 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 Buy and WBELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.2B vs. WBELX (164M). RNWFX pays higher dividends than WBELX: RNWFX (1.17) vs WBELX (0.25). RNWFX was incepted earlier than WBELX: RNWFX (23 years) vs WBELX (17 years). WBELX (1.18) is less costly to investors than RNWFX (0.62). WBELX is a more actively managed with annual turnover of: 67.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than WBELX: RNWFX (250) vs WBELX (500000). WBELX annual gain was more profitable for investors over the last year : 7.36 vs. RNWFX (2.48). RNWFX return over 5 years is better than : 36.90 vs. WBELX (7.31).
| RNWFX | WBELX | RNWFX / WBELX | |
| Total Expense Ratio | 0.62 | 0.99 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 1.18 | 53% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 3.352 | 1.189 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2B | 164M | 37,927% |
| Annual Yield % from dividends | 1.17 | 0.25 | 469% |
| Returns for 1 year | 2.48 | 7.36 | 34% |
| Returns for 3 years | 16.24 | 1.17 | 1,392% |
| Returns for 5 years | 36.90 | 7.31 | 504% |
| Returns for 10 years | 46.35 | 1.49 | 3,105% |
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