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RNWFX vs WFEMX
RNWFX vs WFEMX Comparison
Open Charts RNWFX vs WFEMX
American Funds New World R5
Price$80.87
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
WCM Focused Emerging Markets Investor
Price$14.58
Change-$0.43 (-2.86%)
VolumeN/A
CapitalizationN/A
RNWFX vs WFEMX Comparison Chart
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RNWFX vs. WFEMX 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 WFEMX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 64B vs. WFEMX (949M). RNWFX pays higher dividends than WFEMX: RNWFX (1.51) vs WFEMX (0.15). RNWFX was incepted earlier than WFEMX: RNWFX (23 years) vs WFEMX (11 years). WFEMX is a more actively managed with annual turnover of: 62.00 vs. RNWFX (32.00). RNWFX has a lower initial minimum investment than WFEMX: RNWFX (250) vs WFEMX (1000). WFEMX annual gain was more profitable for investors over the last year : 15.28 vs. RNWFX (11.94). RNWFX return over 5 years is better than : 15.96 vs. WFEMX (4.19).
| RNWFX | WFEMX | RNWFX / WFEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.971 | 13.283 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 949M | 6,744% |
| Annual Yield % from dividends | 1.51 | 0.15 | 996% |
| Returns for 1 year | 11.94 | 15.28 | 78% |
| Returns for 3 years | 0.62 | -16.94 | -4% |
| Returns for 5 years | 15.96 | 4.19 | 381% |
| Returns for 10 years | 50.39 | 59.94 | 84% |