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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$79.27
Change-$0.78 (-0.97%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.23
Change-$0.02 (-0.22%)
VolumeN/A
CapitalizationN/A
RNWHX vs WELNX Comparison Chart
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RNWHX vs. WELNX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 60.9B vs. WELNX (181M). 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). RNWHX (11.41) and WELNX (10.98) have marching annual gain over last year. RNWHX return over 5 years is better than : 16.60 vs. WELNX (-6.64).
| 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 | 7.006 | 5.849 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9B | 181M | 33,646% |
| Annual Yield % from dividends | 1.44 | 0.61 | 237% |
| Returns for 1 year | 11.41 | 10.98 | 104% |
| Returns for 3 years | -14.83 | -28.71 | 52% |
| Returns for 5 years | 16.60 | -6.64 | -250% |
| Returns for 10 years | N/A | -2.08 | - |