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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$80.87
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.33
Change-$0.18 (-1.89%)
VolumeN/A
CapitalizationN/A
RNWFX vs WBELX Comparison Chart
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RNWFX vs. WBELX 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 WBELX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 64B vs. WBELX (171M). 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 annual gain was more profitable for investors over the last year : 11.94 vs. WBELX (10.84). RNWFX return over 5 years is better than : 15.96 vs. WBELX (-7.77).
| 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 | 9.971 | 8.562 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.51 | 0.77 | 195% |
| Returns for 1 year | 11.94 | 10.84 | 110% |
| Returns for 3 years | 0.62 | -13.16 | -5% |
| Returns for 5 years | 15.96 | -7.77 | -205% |
| Returns for 10 years | 50.39 | 10.88 | 463% |