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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$84.21
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.64
Change+$0.02 (+0.21%)
VolumeN/A
CapitalizationN/A
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RNWFX vs WELNX Comparison Chart
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RNWFX vs. WELNX commentary
Oct 18, 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 WELNX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.6B vs. WELNX (190M). RNWFX pays higher dividends than WELNX: RNWFX (1.51) vs WELNX (0.61). RNWFX was incepted earlier than WELNX: RNWFX (22 years) vs WELNX (14 years). WELNX is a more actively managed with annual turnover of: 44.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than WELNX: RNWFX (250) vs WELNX (2500). RNWFX (21.91) and WELNX (21.88) have marching annual gain over last year. RNWFX return over 5 years is better than : 26.70 vs. WELNX (-0.71).
| RNWFX | WELNX | RNWFX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 11.952 | 10.550 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 190M | 33,474% |
| Annual Yield % from dividends | 1.51 | 0.61 | 248% |
| Returns for 1 year | 21.91 | 21.88 | 100% |
| Returns for 3 years | -8.70 | -25.08 | 35% |
| Returns for 5 years | 26.70 | -0.71 | -3,776% |
| Returns for 10 years | 52.32 | 6.35 | 824% |
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