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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$80.56
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.28
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
RNWFX vs WBELX Comparison Chart
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RNWFX vs. WBELX commentary
Nov 18, 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 WBELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 60.9B vs. WBELX (181M). RNWFX pays higher dividends than WBELX: RNWFX (1.51) vs WBELX (0.77). RNWFX was incepted earlier than WBELX: RNWFX (23 years) vs WBELX (17 years). WBELX is a more actively managed with annual turnover of: 44.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than WBELX: RNWFX (250) vs WBELX (500000). RNWFX (11.54) and WBELX (11.10) have marching annual gain over last year. RNWFX return over 5 years is better than : 17.17 vs. WBELX (-5.53).
| RNWFX | WBELX | RNWFX / WBELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 7.099 | 5.936 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 181M | 33,646% |
| Annual Yield % from dividends | 1.51 | 0.77 | 195% |
| Returns for 1 year | 11.54 | 11.10 | 104% |
| Returns for 3 years | -14.55 | -28.15 | 52% |
| Returns for 5 years | 17.17 | -5.53 | -310% |
| Returns for 10 years | 41.00 | 0.63 | 6,553% |
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