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RNWFX vs WBELX
RNWFX vs WBELX Comparison
Open Charts RNWFX vs WBELX
American Funds New World R5
Price$93.72
Change+$0.22 (+0.24%)
VolumeN/A
Net Assets75.3B
William Blair Emerging Mkts Ldrs I
Price$11.57
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets95.38M
RNWFX vs WBELX Comparison Chart in %
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RNWFX vs. WBELX 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 RNWFX is a Hold and WBELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 75.3B vs. WBELX (95.4M). RNWFX pays higher dividends than WBELX: RNWFX (0.95) vs WBELX (0.20). RNWFX was incepted earlier than WBELX: RNWFX (24 years) vs WBELX (18 years). WBELX (1.23) is less costly to investors than RNWFX (0.62). WBELX is a more actively managed with annual turnover of: 67.00 vs. RNWFX (37.00). RNWFX has a lower initial minimum investment than WBELX: RNWFX (250) vs WBELX (500000). WBELX annual gain was more profitable for investors over the last year : 23.61 vs. RNWFX (19.60). RNWFX return over 5 years is better than : 12.28 vs. WBELX (-9.09).
| RNWFX | WBELX | RNWFX / WBELX | |
| Total Expense Ratio | 0.62 | 0.99 | 63% |
| Annual Report Gross Expense Ratio | 0.62 | 1.23 | 50% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 21.305 | 25.081 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 95.4M | 78,931% |
| Annual Yield % from dividends | 0.95 | 0.20 | 471% |
| Returns for 1 year | 19.60 | 23.61 | 83% |
| Returns for 3 years | 44.80 | 40.37 | 111% |
| Returns for 5 years | 12.28 | -9.09 | -135% |
| Returns for 10 years | 92.24 | 55.00 | 168% |
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