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RNWFX vs WELIX
RNWFX vs WELIX Comparison
Open Charts RNWFX vs WELIX
American Funds New World R5
Price$81.24
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.40
Change+$0.04 (+0.43%)
VolumeN/A
CapitalizationN/A
RNWFX vs WELIX Comparison Chart
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RNWFX vs. WELIX commentary
Nov 23, 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: 63B vs. WELIX (173M). 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 (12.10) and RNWFX (11.69) have marching annual gain over last year. RNWFX return over 5 years is better than : 18.36 vs. WELIX (-3.99).
| 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 | 8.003 | 7.429 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 173M | 36,416% |
| Annual Yield % from dividends | 1.51 | 0.85 | 178% |
| Returns for 1 year | 11.69 | 12.10 | 97% |
| Returns for 3 years | -10.75 | -23.37 | 46% |
| Returns for 5 years | 18.36 | -3.99 | -460% |
| Returns for 10 years | 41.15 | 1.42 | 2,888% |