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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$78.09
Change+$0.35 (+0.45%)
VolumeN/A
Net Assets62.57B
William Blair Emerging Mkts Ldrs I
Price$9.20
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets163.8M
RNWFX vs WBELX Comparison Chart
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RNWFX vs. WBELX commentary
Jan 19, 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: 62.6B vs. WBELX (164M). 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 : 10.06 vs. RNWFX (7.43). RNWFX return over 5 years is better than : 11.26 vs. WBELX (-14.40).
| 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 | 1.074 | -0.541 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 164M | 38,171% |
| Annual Yield % from dividends | 1.51 | 0.77 | 195% |
| Returns for 1 year | 7.43 | 10.06 | 74% |
| Returns for 3 years | -2.85 | -15.17 | 19% |
| Returns for 5 years | 11.26 | -14.40 | -78% |
| Returns for 10 years | 50.71 | 4.96 | 1,022% |
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