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RNWFX vs WELIX
RNWFX vs WELIX Comparison
Open Charts RNWFX vs WELIX
American Funds New World R5
Price$78.50
Change+$0.26 (+0.33%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.36
Change+$0.01 (+0.11%)
VolumeN/A
CapitalizationN/A
RNWFX vs WELIX Comparison Chart
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RNWFX vs. WELIX commentary
Dec 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 WELIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.6B vs. WELIX (167M). RNWFX pays higher dividends than WELIX: RNWFX (1.51) vs WELIX (0.85). RNWFX was incepted earlier than WELIX: RNWFX (23 years) vs WELIX (17 years). WELIX is a more actively managed with annual turnover of: 44.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than WELIX: RNWFX (250) vs WELIX (1000000). WELIX annual gain was more profitable for investors over the last year : 9.69 vs. RNWFX (6.65). RNWFX return over 5 years is better than : 14.90 vs. WELIX (-9.05).
| RNWFX | WELIX | RNWFX / WELIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.248 | 7.185 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 167M | 37,485% |
| Annual Yield % from dividends | 1.51 | 0.85 | 178% |
| Returns for 1 year | 6.65 | 9.69 | 69% |
| Returns for 3 years | -5.81 | -15.29 | 38% |
| Returns for 5 years | 14.90 | -9.05 | -165% |
| Returns for 10 years | 50.49 | 9.62 | 525% |