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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$80.87
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.28
Change-$0.17 (-1.80%)
VolumeN/A
CapitalizationN/A
RNWFX vs WELNX Comparison Chart
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RNWFX vs. WELNX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 64B vs. WELNX (171M). 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 : 11.94 vs. WELNX (10.53). RNWFX return over 5 years is better than : 15.96 vs. WELNX (-8.92).
| 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 | 9.971 | 8.372 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.51 | 0.61 | 248% |
| Returns for 1 year | 11.94 | 10.53 | 113% |
| Returns for 3 years | 0.62 | -13.86 | -4% |
| Returns for 5 years | 15.96 | -8.92 | -179% |
| Returns for 10 years | 50.39 | 7.96 | 633% |
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