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RNWBX vs WELNX
RNWBX vs WELNX Comparison
Open Charts RNWBX vs WELNX
American Funds New World R2
Price$90.79
Change-$0.09 (-0.10%)
VolumeN/A
Net Assets74.73B
William Blair Emerging Mkts Ldrs N
Price$11.45
Change-$0.09 (-0.78%)
VolumeN/A
Net Assets96.74M
RNWBX vs WELNX Comparison Chart in %
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RNWBX vs. WELNX 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 RNWBX is a Buy and WELNX is a Hold.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 74.7B vs. WELNX (96.7M). RNWBX pays higher dividends than WELNX: RNWBX (0.12) vs WELNX (0.06). RNWBX was incepted earlier than WELNX: RNWBX (23 years) vs WELNX (15 years). RNWBX (1.67) is less costly to investors than WELNX (1.50). WELNX is a more actively managed with annual turnover of: 67.00 vs. RNWBX (37.00). RNWBX has a lower initial minimum investment than WELNX: RNWBX (250) vs WELNX (2500). WELNX annual gain was more profitable for investors over the last year : 18.86 vs. RNWBX (14.20). RNWBX return over 5 years is better than : 24.32 vs. WELNX (-3.35).
| RNWBX | WELNX | RNWBX / WELNX | |
| Total Expense Ratio | 1.67 | 1.24 | 135% |
| Annual Report Gross Expense Ratio | 1.67 | 1.50 | 111% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 23.440 | 24.321 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7B | 96.7M | 77,249% |
| Annual Yield % from dividends | 0.12 | 0.06 | 218% |
| Returns for 1 year | 14.20 | 18.86 | 75% |
| Returns for 3 years | 54.19 | 45.04 | 120% |
| Returns for 5 years | 24.32 | -3.35 | -726% |
| Returns for 10 years | 85.87 | 42.51 | 202% |
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