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RNWHX vs WBELX
RNWHX vs WBELX Comparison
Open Charts RNWHX vs WBELX
American Funds New World R5E
Price$79.57
Change-$1.82 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs I
Price$9.33
Change-$0.18 (-1.89%)
VolumeN/A
CapitalizationN/A
RNWHX vs WBELX Comparison Chart
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RNWHX vs. WBELX 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 RNWHX is a Buy and WBELX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 64B vs. WBELX (171M). 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 annual gain was more profitable for investors over the last year : 11.83 vs. WBELX (10.84). RNWHX return over 5 years is better than : 15.41 vs. WBELX (-7.77).
| 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 | 9.868 | 8.562 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.44 | 0.77 | 187% |
| Returns for 1 year | 11.83 | 10.84 | 109% |
| Returns for 3 years | 0.39 | -13.16 | -3% |
| Returns for 5 years | 15.41 | -7.77 | -198% |
| Returns for 10 years | N/A | 10.88 | - |