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RNWBX vs WELNX
RNWBX vs WELNX Comparison
Open Charts RNWBX vs WELNX
American Funds New World R2
Price$88.91
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets75.3B
William Blair Emerging Mkts Ldrs N
Price$11.51
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets95.38M
RNWBX vs WELNX Comparison Chart in %
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RNWBX vs. WELNX commentary
Dec 28, 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 Hold and WELNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 75.3B vs. WELNX (95.4M). RNWBX pays higher dividends than WELNX: RNWBX (0.12) vs WELNX (0.05). RNWBX was incepted earlier than WELNX: RNWBX (24 years) vs WELNX (16 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 : 23.63 vs. RNWBX (19.18). RNWBX return over 5 years is better than : 7.90 vs. WELNX (-10.14).
| RNWBX | WELNX | RNWBX / WELNX | |
| Total Expense Ratio | 1.67 | 1.24 | 135% |
| Annual Report Gross Expense Ratio | 1.67 | 1.50 | 111% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 20.884 | 24.973 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 95.4M | 78,931% |
| Annual Yield % from dividends | 0.12 | 0.05 | 215% |
| Returns for 1 year | 19.18 | 23.63 | 81% |
| Returns for 3 years | 41.02 | 39.65 | 103% |
| Returns for 5 years | 7.90 | -10.14 | -78% |
| Returns for 10 years | 82.81 | 51.35 | 161% |
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