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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$80.56
Change-$0.79 (-0.97%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.23
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
RNWFX vs WELNX Comparison Chart
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RNWFX vs. WELNX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 60.9B vs. WELNX (181M). RNWFX pays higher dividends than WELNX: RNWFX (1.51) vs WELNX (0.61). RNWFX was incepted earlier than WELNX: RNWFX (23 years) vs WELNX (15 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 annual gain was more profitable for investors over the last year : 11.54 vs. WELNX (10.98). RNWFX return over 5 years is better than : 17.17 vs. WELNX (-6.64).
| RNWFX | WELNX | RNWFX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 7.099 | 5.849 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 181M | 33,646% |
| Annual Yield % from dividends | 1.51 | 0.61 | 248% |
| Returns for 1 year | 11.54 | 10.98 | 105% |
| Returns for 3 years | -14.55 | -28.71 | 51% |
| Returns for 5 years | 17.17 | -6.64 | -258% |
| Returns for 10 years | 41.00 | -2.08 | -1,975% |