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RNWHX vs WBELX
RNWHX vs WBELX Comparison
Open Charts RNWHX vs WBELX
American Funds New World R5E
Price$79.43
Change-$0.43 (-0.54%)
VolumeN/A
Net Assets63.63B
William Blair Emerging Mkts Ldrs I
Price$9.64
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets168.7M
RNWHX vs WBELX Comparison Chart
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RNWHX vs. WBELX commentary
Feb 23, 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 RNWHX is a StrongBuy and WBELX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.6B vs. WBELX (169M). 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). WBELX annual gain was more profitable for investors over the last year : 9.45 vs. RNWHX (4.96). RNWHX return over 5 years is better than : 17.41 vs. WBELX (-5.83).
| 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 | 4.486 | 4.216 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 169M | 37,633% |
| Annual Yield % from dividends | 1.44 | 0.77 | 187% |
| Returns for 1 year | 4.96 | 9.45 | 53% |
| Returns for 3 years | 6.00 | -8.35 | -72% |
| Returns for 5 years | 17.41 | -5.83 | -299% |
| Returns for 10 years | N/A | 8.80 | - |