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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$90.05
Change+$0.56 (+0.63%)
VolumeN/A
Net Assets70.56B
William Blair Emerging Mkts Ldrs N
Price$10.35
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets160.96M
RNWFX vs WELNX Comparison Chart in %
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RNWFX vs. WELNX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 70.6B vs. WELNX (161M). 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 : 13.81 vs. RNWFX (11.83). RNWFX return over 5 years is better than : 33.20 vs. WELNX (0.79).
| 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 | 16.554 | 12.378 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 161M | 43,851% |
| Annual Yield % from dividends | 1.04 | 0.06 | 1,696% |
| Returns for 1 year | 11.83 | 13.81 | 86% |
| Returns for 3 years | 40.39 | 20.92 | 193% |
| Returns for 5 years | 33.20 | 0.79 | 4,224% |
| Returns for 10 years | 71.65 | 18.32 | 391% |
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