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RNWFX vs WELIX
RNWFX vs WELIX Comparison
Open Charts RNWFX vs WELIX
American Funds New World R5
Price$81.74
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RNWFX vs WELIX Comparison Chart
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RNWFX vs. WELIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 62.3B vs. WELIX (185M). 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 : 14.55 vs. RNWFX (13.53). RNWFX return over 5 years is better than : 18.88 vs. WELIX (-4.09).
| 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 | 8.668 | 7.314 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3B | 185M | 33,676% |
| Annual Yield % from dividends | 1.51 | 0.85 | 178% |
| Returns for 1 year | 13.53 | 14.55 | 93% |
| Returns for 3 years | -13.10 | -26.80 | 49% |
| Returns for 5 years | 18.88 | -4.09 | -461% |
| Returns for 10 years | 43.17 | 1.94 | 2,223% |
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