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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$79.43
Change-$0.43 (-0.54%)
VolumeN/A
Net Assets63.63B
William Blair Emerging Mkts Ldrs N
Price$9.59
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets168.7M
RNWHX vs WELNX Comparison Chart
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RNWHX vs. WELNX commentary
Feb 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 StrongBuy and WELNX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 63.6B vs. WELNX (169M). 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 : 9.18 vs. RNWHX (4.96). RNWHX return over 5 years is better than : 17.41 vs. WELNX (-6.97).
| 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 | 4.486 | 4.126 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6B | 169M | 37,633% |
| Annual Yield % from dividends | 1.44 | 0.61 | 237% |
| Returns for 1 year | 4.96 | 9.18 | 54% |
| Returns for 3 years | 6.00 | -9.06 | -66% |
| Returns for 5 years | 17.41 | -6.97 | -250% |
| Returns for 10 years | N/A | 5.97 | - |
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