Interact to see
Advertisement
Advertisement
RNWFX vs SBHEX
RNWFX vs SBHEX Comparison
Open Charts RNWFX vs SBHEX
American Funds New World R5
Price$99.24
Change+$2.53 (+2.62%)
VolumeN/A
Net Assets75.46B
Segall Bryant & Hamill Em Mkts Retl
Price$12.90
Change+$1.33 (+11.50%)
VolumeN/A
Net Assets94.95M
RNWFX vs SBHEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RNWFX vs. SBHEX commentary
Feb 04, 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 RNWFX is a Hold and SBHEX is a Hold.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.5B vs. SBHEX (94.9M). SBHEX pays higher dividends than RNWFX: SBHEX (2.44) vs RNWFX (1.31). RNWFX was incepted earlier than SBHEX: RNWFX (24 years) vs SBHEX (12 years). SBHEX (2.21) is less costly to investors than RNWFX (0.62). SBHEX is a more actively managed with annual turnover of: 88.00 vs. RNWFX (46.00). RNWFX has a lower initial minimum investment than SBHEX: RNWFX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 46.50 vs. RNWFX (27.90). SBHEX return over 5 years is better than : 63.44 vs. RNWFX (12.39).
| RNWFX | SBHEX | RNWFX / SBHEX | |
| Total Expense Ratio | 0.62 | 1.14 | 54% |
| Annual Report Gross Expense Ratio | 0.62 | 2.21 | 28% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 6.094 | 9.694 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 94.9M | 79,557% |
| Annual Yield % from dividends | 1.31 | 2.44 | 54% |
| Returns for 1 year | 27.90 | 46.50 | 60% |
| Returns for 3 years | 43.85 | 89.19 | 49% |
| Returns for 5 years | 12.39 | 63.44 | 20% |
| Returns for 10 years | 127.30 | 194.85 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement