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RNWHX vs WBELX
RNWHX vs WBELX Comparison
Open Charts RNWHX vs WBELX
American Funds New World R5E
Price$79.27
Change-$0.78 (-0.97%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.28
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
RNWHX vs WBELX Comparison Chart
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RNWHX vs. WBELX 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 RNWHX is a Buy and WBELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 60.9B vs. WBELX (181M). RNWHX pays higher dividends than WBELX: RNWHX (1.44) vs WBELX (0.77). RNWHX was incepted earlier than WBELX: RNWHX (9 years) vs WBELX (17 years). WBELX is a more actively managed with annual turnover of: 44.00 vs. RNWHX (32.00). RNWHX has a lower initial minimum investment than WBELX: RNWHX (250) vs WBELX (500000). RNWHX (11.41) and WBELX (11.10) have marching annual gain over last year. RNWHX return over 5 years is better than : 16.60 vs. WBELX (-5.53).
| RNWHX | WBELX | RNWHX / WBELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 7.006 | 5.936 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 181M | 33,646% |
| Annual Yield % from dividends | 1.44 | 0.77 | 187% |
| Returns for 1 year | 11.41 | 11.10 | 103% |
| Returns for 3 years | -14.83 | -28.15 | 53% |
| Returns for 5 years | 16.60 | -5.53 | -300% |
| Returns for 10 years | N/A | 0.63 | - |
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