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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$98.93
Change+$2.47 (+2.56%)
VolumeN/A
Net Assets75.46B
William Blair Emerging Mkts Ldrs R6
Price$12.47
Change+$0.79 (+6.76%)
VolumeN/A
Net Assets103.49M
FNWFX vs WELIX Comparison Chart in %
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FNWFX vs. WELIX commentary
Feb 05, 2026
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 FNWFX is a Hold and WELIX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 75.5B vs. WELIX (103M). FNWFX pays higher dividends than WELIX: FNWFX (1.36) vs WELIX (0.88). FNWFX was incepted earlier than WELIX: FNWFX (9 years) vs WELIX (18 years). WELIX (1.13) is less costly to investors than FNWFX (0.57). WELIX is a more actively managed with annual turnover of: 67.00 vs. FNWFX (46.00). FNWFX (1000000) and WELIX (1000000) have matching initial minimum investment requirements. WELIX annual gain was more profitable for investors over the last year : 36.71 vs. FNWFX (27.96). FNWFX return over 5 years is better than : 12.58 vs. WELIX (-11.05).
| FNWFX | WELIX | FNWFX / WELIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.13 | 50% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 6.114 | 7.779 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 103M | 73,301% |
| Annual Yield % from dividends | 1.36 | 0.88 | 154% |
| Returns for 1 year | 27.96 | 36.71 | 76% |
| Returns for 3 years | 44.04 | 42.36 | 104% |
| Returns for 5 years | 12.58 | -11.05 | -114% |
| Returns for 10 years | N/A | 84.89 | - |
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