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RNWHX vs WELIX
RNWHX vs WELIX Comparison
Open Charts RNWHX vs WELIX
American Funds New World R5E
Price$77.25
Change+$0.27 (+0.35%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs R6
Price$9.36
Change+$0.01 (+0.11%)
VolumeN/A
CapitalizationN/A
RNWHX vs WELIX Comparison Chart
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RNWHX vs. WELIX commentary
Dec 25, 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 WELIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 62.6B vs. WELIX (167M). RNWHX pays higher dividends than WELIX: RNWHX (1.44) vs WELIX (0.85). RNWHX was incepted earlier than WELIX: RNWHX (9 years) vs WELIX (17 years). WELIX is a more actively managed with annual turnover of: 44.00 vs. RNWHX (32.00). RNWHX has a lower initial minimum investment than WELIX: RNWHX (250) vs WELIX (1000000). WELIX annual gain was more profitable for investors over the last year : 9.69 vs. RNWHX (6.86). RNWHX return over 5 years is better than : 14.33 vs. WELIX (-9.05).
| RNWHX | WELIX | RNWHX / WELIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 5.459 | 7.185 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 167M | 37,485% |
| Annual Yield % from dividends | 1.44 | 0.85 | 170% |
| Returns for 1 year | 6.86 | 9.69 | 71% |
| Returns for 3 years | -5.75 | -15.29 | 38% |
| Returns for 5 years | 14.33 | -9.05 | -158% |
| Returns for 10 years | N/A | 9.62 | - |