Ad is loading...
RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$77.06
Change-$2.01 (-2.54%)
VolumeN/A
Net Assets63.54B
William Blair Emerging Mkts Ldrs N
Price$9.22
Change-$0.19 (-2.02%)
VolumeN/A
Net Assets165.05M
RNWHX vs WELNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNWHX vs. WELNX commentary
Mar 11, 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 Hold and WELNX is a Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.5B vs. WELNX (165M). RNWHX pays higher dividends than WELNX: RNWHX (1.11) vs WELNX (0.07). RNWHX was incepted earlier than WELNX: RNWHX (9 years) vs WELNX (15 years). WELNX (1.46) 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 : 6.64 vs. RNWHX (3.09). RNWHX return over 5 years is better than : 28.44 vs. WELNX (-2.03).
| RNWHX | WELNX | RNWHX / WELNX | |
| Total Expense Ratio | 0.72 | 1.24 | 58% |
| Annual Report Gross Expense Ratio | 0.72 | 1.46 | 49% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 4.012 | 2.172 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5B | 165M | 38,485% |
| Annual Yield % from dividends | 1.11 | 0.07 | 1,623% |
| Returns for 1 year | 3.09 | 6.64 | 46% |
| Returns for 3 years | 16.38 | 0.81 | 2,019% |
| Returns for 5 years | 28.44 | -2.03 | -1,404% |
| Returns for 10 years | N/A | 8.30 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...