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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$83.07
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets66.23B
William Blair Emerging Mkts Ldrs N
Price$9.91
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets171.42M
RNWHX vs WELNX Comparison Chart
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RNWHX vs. WELNX commentary
May 24, 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 Buy and WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 66.2B vs. WELNX (171M). RNWHX pays higher dividends than WELNX: RNWHX (1.10) vs WELNX (0.07). RNWHX was incepted earlier than WELNX: RNWHX (10 years) vs WELNX (15 years). WELNX (1.50) 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 : 8.73 vs. RNWHX (4.83). RNWHX return over 5 years is better than : 40.77 vs. WELNX (14.00).
| RNWHX | WELNX | RNWHX / WELNX | |
| Total Expense Ratio | 0.72 | 1.24 | 58% |
| Annual Report Gross Expense Ratio | 0.72 | 1.50 | 48% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 9.274 | 7.709 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.2B | 171M | 38,713% |
| Annual Yield % from dividends | 1.10 | 0.07 | 1,634% |
| Returns for 1 year | 4.83 | 8.73 | 55% |
| Returns for 3 years | 24.88 | 13.01 | 191% |
| Returns for 5 years | 40.77 | 14.00 | 291% |
| Returns for 10 years | N/A | 5.19 | - |