Ad is loading...
RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$83.31
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RNWFX vs WBELX Comparison Chart
Loading...
RNWFX vs. WBELX commentary
Sep 21, 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 StrongBuy and WBELX is a StrongSell.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.1B vs. WBELX (194M). RNWFX pays higher dividends than WBELX: RNWFX (1.51) vs WBELX (0.77). RNWFX was incepted earlier than WBELX: RNWFX (22 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 : 14.44 vs. WBELX (11.93). RNWFX return over 5 years is better than : 23.97 vs. WBELX (-2.73).
| RNWFX | WBELX | RNWFX / WBELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 9.253 | 5.708 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 194M | 32,526% |
| Annual Yield % from dividends | 1.51 | 0.77 | 195% |
| Returns for 1 year | 14.44 | 11.93 | 121% |
| Returns for 3 years | -12.14 | -27.75 | 44% |
| Returns for 5 years | 23.97 | -2.73 | -878% |
| Returns for 10 years | 40.22 | -0.92 | -4,364% |
View a ticker or compare two or three
VS
VS
Ad is loading...