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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$79.57
Change-$1.82 (-2.24%)
VolumeN/A
CapitalizationN/A
William Blair Emerging Mkts Ldrs N
Price$9.28
Change-$0.17 (-1.80%)
VolumeN/A
CapitalizationN/A
RNWHX vs WELNX Comparison Chart
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RNWHX vs. WELNX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 64B vs. WELNX (171M). 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 annual gain was more profitable for investors over the last year : 11.83 vs. WELNX (10.53). RNWHX return over 5 years is better than : 15.41 vs. WELNX (-8.92).
| 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 | 9.868 | 8.372 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64B | 171M | 37,427% |
| Annual Yield % from dividends | 1.44 | 0.61 | 237% |
| Returns for 1 year | 11.83 | 10.53 | 112% |
| Returns for 3 years | 0.39 | -13.86 | -3% |
| Returns for 5 years | 15.41 | -8.92 | -173% |
| Returns for 10 years | N/A | 7.96 | - |
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