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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$89.34
Change-$0.50 (-0.56%)
VolumeN/A
Net Assets69.96B
William Blair Emerging Mkts Ldrs I
Price$10.28
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets158.85M
RNWFX vs WBELX Comparison Chart in %
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RNWFX vs. WBELX commentary
Jul 14, 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 Buy and WBELX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70B vs. WBELX (159M). RNWFX pays higher dividends than WBELX: RNWFX (1.04) vs WBELX (0.22). RNWFX was incepted earlier than WBELX: RNWFX (23 years) vs WBELX (17 years). WBELX (1.23) is less costly to investors than RNWFX (0.62). WBELX is a more actively managed with annual turnover of: 67.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than WBELX: RNWFX (250) vs WBELX (500000). RNWFX (9.51) and WBELX (9.05) have marching annual gain over last year. RNWFX return over 5 years is better than : 28.59 vs. WBELX (-4.61).
| RNWFX | WBELX | RNWFX / WBELX | |
| Total Expense Ratio | 0.62 | 0.99 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 1.23 | 50% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.636 | 11.135 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70B | 159M | 44,025% |
| Annual Yield % from dividends | 1.04 | 0.22 | 461% |
| Returns for 1 year | 9.51 | 9.05 | 105% |
| Returns for 3 years | 41.39 | 23.24 | 178% |
| Returns for 5 years | 28.59 | -4.61 | -620% |
| Returns for 10 years | 68.11 | 19.63 | 347% |
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