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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$76.84
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets62.57B
William Blair Emerging Mkts Ldrs N
Price$9.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets163.8M
RNWHX vs WELNX Comparison Chart
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RNWHX vs. WELNX commentary
Jan 19, 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 WELNX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 62.6B vs. WELNX (164M). RNWHX pays higher dividends than WELNX: RNWHX (1.44) vs WELNX (0.61). RNWHX was incepted earlier than WELNX: RNWHX (9 years) vs WELNX (15 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 annual gain was more profitable for investors over the last year : 10.03 vs. RNWHX (7.29). RNWHX return over 5 years is better than : 10.70 vs. WELNX (-15.29).
| RNWHX | WELNX | RNWHX / WELNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 1.079 | -0.434 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6B | 164M | 38,171% |
| Annual Yield % from dividends | 1.44 | 0.61 | 237% |
| Returns for 1 year | 7.29 | 10.03 | 73% |
| Returns for 3 years | -3.12 | -15.67 | 20% |
| Returns for 5 years | 10.70 | -15.29 | -70% |
| Returns for 10 years | N/A | 2.32 | - |
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