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RNWHX vs SBHEX
RNWHX vs SBHEX Comparison
Open Charts RNWHX vs SBHEX
American Funds New World R5E
Price$92.12
Change+$0.22 (+0.24%)
VolumeN/A
Net Assets75.3B
Segall Bryant & Hamill Em Mkts Retl
Price$12.06
Change+$0.09 (+0.75%)
VolumeN/A
Net Assets87.53M
RNWHX vs SBHEX Comparison Chart in %
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RNWHX vs. SBHEX commentary
Dec 27, 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 RNWHX is a Hold and SBHEX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 75.3B vs. SBHEX (87.5M). SBHEX pays higher dividends than RNWHX: SBHEX (5.04) vs RNWHX (0.91). RNWHX was incepted earlier than SBHEX: RNWHX (10 years) vs SBHEX (12 years). SBHEX (2.21) is less costly to investors than RNWHX (0.72). SBHEX is a more actively managed with annual turnover of: 88.00 vs. RNWHX (37.00). RNWHX has a lower initial minimum investment than SBHEX: RNWHX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 31.67 vs. RNWHX (18.96). SBHEX return over 5 years is better than : 63.42 vs. RNWHX (11.37).
| RNWHX | SBHEX | RNWHX / SBHEX | |
| Total Expense Ratio | 0.72 | 1.14 | 63% |
| Annual Report Gross Expense Ratio | 0.72 | 2.21 | 33% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 20.889 | 33.743 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 87.5M | 86,057% |
| Annual Yield % from dividends | 0.91 | 5.04 | 18% |
| Returns for 1 year | 18.96 | 31.67 | 60% |
| Returns for 3 years | 44.08 | 85.00 | 52% |
| Returns for 5 years | 11.37 | 63.42 | 18% |
| Returns for 10 years | 90.22 | 143.72 | 63% |
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