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RNWHX vs WBELX
RNWHX vs WBELX Comparison
Open Charts RNWHX vs WBELX
American Funds New World R5E
Price$80.63
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets63.85B
William Blair Emerging Mkts Ldrs I
Price$9.60
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets164.35M
RNWHX vs WBELX Comparison Chart
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RNWHX vs. WBELX 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 RNWHX is a Buy and WBELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.8B vs. WBELX (164M). RNWHX pays higher dividends than WBELX: RNWHX (1.10) vs WBELX (0.25). RNWHX was incepted earlier than WBELX: RNWHX (9 years) vs WBELX (17 years). WBELX (1.18) is less costly to investors than RNWHX (0.72). WBELX is a more actively managed with annual turnover of: 67.00 vs. RNWHX (37.00). 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 : 7.77 vs. RNWHX (3.58). RNWHX return over 5 years is better than : 37.79 vs. WBELX (10.57).
| RNWHX | WBELX | RNWHX / WBELX | |
| Total Expense Ratio | 0.72 | 0.99 | 73% |
| Annual Report Gross Expense Ratio | 0.72 | 1.18 | 61% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 6.064 | 3.784 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8B | 164M | 38,902% |
| Annual Yield % from dividends | 1.10 | 0.25 | 445% |
| Returns for 1 year | 3.58 | 7.77 | 46% |
| Returns for 3 years | 26.47 | 13.34 | 198% |
| Returns for 5 years | 37.79 | 10.57 | 358% |
| Returns for 10 years | N/A | 5.84 | - |