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FNWFX vs WELIX
FNWFX vs WELIX Comparison
Open Charts FNWFX vs WELIX
American Funds New World F3
Price$95.91
Change-$0.09 (-0.09%)
VolumeN/A
Net Assets74.64B
William Blair Emerging Mkts Ldrs R6
Price$11.51
Change-$0.09 (-0.78%)
VolumeN/A
Net Assets96.74M
FNWFX vs WELIX Comparison Chart in %
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FNWFX vs. WELIX commentary
Oct 19, 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 FNWFX is a Buy and WELIX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 74.6B vs. WELIX (96.7M). FNWFX pays higher dividends than WELIX: FNWFX (1.02) vs WELIX (0.25). 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 (37.00). FNWFX (1000000) and WELIX (1000000) have matching initial minimum investment requirements. WELIX annual gain was more profitable for investors over the last year : 19.15 vs. FNWFX (15.60). FNWFX return over 5 years is better than : 29.89 vs. WELIX (-1.89).
| 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 | 24.526 | 24.567 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6B | 96.7M | 77,146% |
| Annual Yield % from dividends | 1.02 | 0.25 | 409% |
| Returns for 1 year | 15.60 | 19.15 | 81% |
| Returns for 3 years | 57.84 | 46.14 | 125% |
| Returns for 5 years | 29.89 | -1.89 | -1,581% |
| Returns for 10 years | N/A | 46.86 | - |
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