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RNWFX vs WBENX
RNWFX vs WBENX Comparison
Open Charts RNWFX vs WBENX
American Funds New World R5
Price$81.24
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Growth N
Price$12.50
Change+$0.04 (+0.32%)
VolumeN/A
CapitalizationN/A
RNWFX vs WBENX Comparison Chart
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RNWFX vs. WBENX commentary
Nov 25, 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 WBENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63B vs. WBENX (861M). RNWFX pays higher dividends than WBENX: RNWFX (1.51) vs WBENX (0.28). RNWFX was incepted earlier than WBENX: RNWFX (23 years) vs WBENX (19 years). WBENX is a more actively managed with annual turnover of: 58.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than WBENX: RNWFX (250) vs WBENX (2500). WBENX annual gain was more profitable for investors over the last year : 14.71 vs. RNWFX (11.69). RNWFX return over 5 years is better than : 18.36 vs. WBENX (-6.03).
| RNWFX | WBENX | RNWFX / WBENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.003 | 10.132 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 861M | 7,317% |
| Annual Yield % from dividends | 1.51 | 0.28 | 541% |
| Returns for 1 year | 11.69 | 14.71 | 80% |
| Returns for 3 years | -10.75 | -34.80 | 31% |
| Returns for 5 years | 18.36 | -6.03 | -304% |
| Returns for 10 years | 41.15 | -9.37 | -439% |