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RNWFX vs ZEMAX
RNWFX vs ZEMAX Comparison
Open Charts RNWFX vs ZEMAX
American Funds New World R5
Price$81.97
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets63.85B
American Beacon Ninety One Emr Mkts Eq Y
Price$11.96
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets361.07M
RNWFX vs ZEMAX Comparison Chart
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RNWFX vs. ZEMAX commentary
May 12, 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 ZEMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 63.8B vs. ZEMAX (361M). RNWFX pays higher dividends than ZEMAX: RNWFX (1.15) vs ZEMAX (0.00). RNWFX was incepted earlier than ZEMAX: RNWFX (23 years) vs ZEMAX (6 years). ZEMAX (1.75) is less costly to investors than RNWFX (0.62). RNWFX is a more actively managed with annual turnover of: 37.00 vs. ZEMAX (28.00). ZEMAX has a lower initial minimum investment than RNWFX: ZEMAX (0) vs RNWFX (250). ZEMAX annual gain was more profitable for investors over the last year : 14.34 vs. RNWFX (3.73). RNWFX return over 5 years is better than : 38.49 vs. ZEMAX (35.22).
| RNWFX | ZEMAX | RNWFX / ZEMAX | |
| Total Expense Ratio | 0.62 | 1.10 | 56% |
| Annual Report Gross Expense Ratio | 0.62 | 1.75 | 35% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 6.096 | 7.651 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8B | 361M | 17,673% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 3.73 | 14.34 | 26% |
| Returns for 3 years | 26.82 | 22.32 | 120% |
| Returns for 5 years | 38.49 | 35.22 | 109% |
| Returns for 10 years | 51.31 | N/A | - |
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