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RNWFX vs WELIX
RNWFX vs WELIX Comparison
Open Charts RNWFX vs WELIX
American Funds New World R5
Price$83.31
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
CapitalizationN/A
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RNWFX vs WELIX Comparison Chart
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RNWFX vs. WELIX 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 WELIX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.1B vs. WELIX (194M). RNWFX pays higher dividends than WELIX: RNWFX (1.51) vs WELIX (0.85). RNWFX was incepted earlier than WELIX: RNWFX (22 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). RNWFX annual gain was more profitable for investors over the last year : 18.63 vs. WELIX (16.07). RNWFX return over 5 years is better than : 25.67 vs. WELIX (-0.93).
| RNWFX | WELIX | RNWFX / WELIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 10.755 | 7.429 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 194M | 32,526% |
| Annual Yield % from dividends | 1.51 | 0.85 | 178% |
| Returns for 1 year | 18.63 | 16.07 | 116% |
| Returns for 3 years | -9.72 | -25.64 | 38% |
| Returns for 5 years | 25.67 | -0.93 | -2,767% |
| Returns for 10 years | 44.41 | 3.32 | 1,336% |