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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$80.73
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
William Blair Emerging Mkts Ldrs I
Price$9.64
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets168.7M
RNWFX vs WBELX Comparison Chart
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RNWFX vs. WBELX commentary
Feb 23, 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 WBELX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. WBELX (169M). 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). WBELX annual gain was more profitable for investors over the last year : 9.45 vs. RNWFX (5.10). RNWFX return over 5 years is better than : 18.00 vs. WBELX (-5.83).
| 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 | 4.491 | 4.216 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 169M | 37,633% |
| Annual Yield % from dividends | 1.51 | 0.77 | 195% |
| Returns for 1 year | 5.10 | 9.45 | 54% |
| Returns for 3 years | 6.30 | -8.35 | -75% |
| Returns for 5 years | 18.00 | -5.83 | -309% |
| Returns for 10 years | 50.70 | 8.80 | 576% |
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