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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$73.29
Change-$4.02 (-5.20%)
VolumeN/A
Net Assets60.85B
William Blair Emerging Mkts Ldrs N
Price$8.61
Change-$0.45 (-4.97%)
VolumeN/A
Net Assets159.69M
RNWFX vs WELNX Comparison Chart
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RNWFX vs. WELNX commentary
Apr 05, 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 Hold and WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 60.8B vs. WELNX (160M). RNWFX pays higher dividends than WELNX: RNWFX (1.17) vs WELNX (0.07). RNWFX was incepted earlier than WELNX: RNWFX (23 years) vs WELNX (15 years). WELNX (1.46) 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 : 5.17 vs. RNWFX (-1.48). RNWFX return over 5 years is better than : 50.78 vs. WELNX (20.24).
| RNWFX | WELNX | RNWFX / WELNX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.46 | 42% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 0.065 | 0.651 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8B | 160M | 38,000% |
| Annual Yield % from dividends | 1.17 | 0.07 | 1,725% |
| Returns for 1 year | -1.48 | 5.17 | -29% |
| Returns for 3 years | 0.31 | -11.68 | -3% |
| Returns for 5 years | 50.78 | 20.24 | 251% |
| Returns for 10 years | 42.27 | -0.05 | -89,547% |
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