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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$89.96
Change-$0.56 (-0.62%)
VolumeN/A
Net Assets70.79B
William Blair Emerging Mkts Ldrs N
Price$10.39
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets161.94M
RNWFX vs WELNX Comparison Chart in %
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RNWFX vs. WELNX commentary
Jul 29, 2025
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 WELNX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.8B vs. WELNX (162M). RNWFX pays higher dividends than WELNX: RNWFX (1.04) vs WELNX (0.06). RNWFX was incepted earlier than WELNX: RNWFX (23 years) vs WELNX (15 years). WELNX (1.50) is less costly to investors than RNWFX (0.62). WELNX is a more actively managed with annual turnover of: 67.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than WELNX: RNWFX (250) vs WELNX (2500). WELNX annual gain was more profitable for investors over the last year : 16.60 vs. RNWFX (15.17). RNWFX return over 5 years is better than : 27.39 vs. WELNX (-7.54).
| RNWFX | WELNX | RNWFX / WELNX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.50 | 41% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 17.163 | 13.355 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8B | 162M | 43,704% |
| Annual Yield % from dividends | 1.04 | 0.06 | 1,696% |
| Returns for 1 year | 15.17 | 16.60 | 91% |
| Returns for 3 years | 35.54 | 21.54 | 165% |
| Returns for 5 years | 27.39 | -7.54 | -363% |
| Returns for 10 years | 73.06 | 23.77 | 307% |
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