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RNWFX vs WELNX
RNWFX vs WELNX Comparison
Open Charts RNWFX vs WELNX
American Funds New World R5
Price$79.12
Change+$0.87 (+1.11%)
VolumeN/A
Net Assets61.47B
William Blair Emerging Mkts Ldrs N
Price$9.27
Change+$0.08 (+0.87%)
VolumeN/A
Net Assets161.72M
RNWFX vs WELNX Comparison Chart
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RNWFX vs. WELNX commentary
Apr 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 61.5B vs. WELNX (162M). 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 : 6.68 vs. RNWFX (2.81). RNWFX return over 5 years is better than : 40.31 vs. WELNX (9.48).
| 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 | 2.407 | -0.217 | -1,109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5B | 162M | 37,963% |
| Annual Yield % from dividends | 1.17 | 0.07 | 1,725% |
| Returns for 1 year | 2.81 | 6.68 | 42% |
| Returns for 3 years | 13.54 | -1.55 | -876% |
| Returns for 5 years | 40.31 | 9.48 | 425% |
| Returns for 10 years | 42.89 | -4.04 | -1,061% |
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