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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$82.87
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.64
Change+$0.02 (+0.21%)
VolumeN/A
CapitalizationN/A
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RNWHX vs WELNX Comparison Chart
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RNWHX vs. WELNX commentary
Oct 18, 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 WELNX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.6B vs. WELNX (190M). RNWHX pays higher dividends than WELNX: RNWHX (1.44) vs WELNX (0.61). RNWHX was incepted earlier than WELNX: RNWHX (9 years) vs WELNX (14 years). WELNX is a more actively managed with annual turnover of: 44.00 vs. RNWHX (32.00). RNWHX has a lower initial minimum investment than WELNX: RNWHX (250) vs WELNX (2500). WELNX (21.88) and RNWHX (21.76) have marching annual gain over last year. RNWHX return over 5 years is better than : 26.08 vs. WELNX (-0.71).
| RNWHX | WELNX | RNWHX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 11.866 | 10.550 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 190M | 33,474% |
| Annual Yield % from dividends | 1.44 | 0.61 | 237% |
| Returns for 1 year | 21.76 | 21.88 | 99% |
| Returns for 3 years | -8.99 | -25.08 | 36% |
| Returns for 5 years | 26.08 | -0.71 | -3,689% |
| Returns for 10 years | N/A | 6.35 | - |
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