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RNWHX vs WELNX
RNWHX vs WELNX Comparison
Open Charts RNWHX vs WELNX
American Funds New World R5E
Price$88.56
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets70.56B
William Blair Emerging Mkts Ldrs N
Price$10.35
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets160.96M
RNWHX vs WELNX Comparison Chart in %
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RNWHX vs. WELNX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 70.6B vs. WELNX (161M). RNWHX pays higher dividends than WELNX: RNWHX (0.99) vs WELNX (0.06). 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 : 13.81 vs. RNWHX (11.66). RNWHX return over 5 years is better than : 32.51 vs. WELNX (0.79).
| 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 | 16.496 | 12.378 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 161M | 43,851% |
| Annual Yield % from dividends | 0.99 | 0.06 | 1,619% |
| Returns for 1 year | 11.66 | 13.81 | 84% |
| Returns for 3 years | 40.00 | 20.92 | 191% |
| Returns for 5 years | 32.51 | 0.79 | 4,136% |
| Returns for 10 years | N/A | 18.32 | - |
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