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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$88.47
Change-$0.55 (-0.62%)
VolumeN/A
Net Assets70.79B
William Blair Emerging Mkts Ldrs N
Price$10.39
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets161.94M
RNWHX vs WELNX Comparison Chart in %
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RNWHX vs. WELNX commentary
Jul 29, 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 WELNX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.8B vs. WELNX (162M). RNWHX pays higher dividends than WELNX: RNWHX (0.99) vs WELNX (0.06). RNWHX was incepted earlier than WELNX: RNWHX (10 years) vs WELNX (15 years). WELNX (1.50) is less costly to investors than RNWHX (0.72). WELNX is a more actively managed with annual turnover of: 67.00 vs. RNWHX (37.00). RNWHX has a lower initial minimum investment than WELNX: RNWHX (250) vs WELNX (2500). WELNX annual gain was more profitable for investors over the last year : 16.60 vs. RNWHX (15.01). RNWHX return over 5 years is better than : 26.75 vs. WELNX (-7.54).
| RNWHX | WELNX | RNWHX / WELNX | |
| Total Expense Ratio | 0.72 | 1.24 | 58% |
| Annual Report Gross Expense Ratio | 0.72 | 1.50 | 48% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 17.101 | 13.355 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8B | 162M | 43,704% |
| Annual Yield % from dividends | 0.99 | 0.06 | 1,619% |
| Returns for 1 year | 15.01 | 16.60 | 90% |
| Returns for 3 years | 35.17 | 21.54 | 163% |
| Returns for 5 years | 26.75 | -7.54 | -355% |
| Returns for 10 years | N/A | 23.77 | - |