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AOTAX vs FNFWX
AOTAX vs FNFWX Comparison
Open Charts AOTAX vs FNFWX
Virtus Emerging Markets Opps A
Price$33.98
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets184.44M
American Funds New World 529-F-2
Price$95.18
Change+$0.23 (+0.24%)
VolumeN/A
Net Assets74.08B
AOTAX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 74.1B vs. AOTAX (184M). AOTAX pays higher dividends than FNFWX: AOTAX (5.20) vs FNFWX (0.96). AOTAX was incepted earlier than FNFWX: AOTAX (19 years) vs FNFWX (5 years). AOTAX (1.50) is less costly to investors than FNFWX (0.69). AOTAX is a more actively managed with annual turnover of: 99.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than AOTAX: FNFWX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 21.19 vs. FNFWX (17.73).
| AOTAX | FNFWX | AOTAX / FNFWX | |
| Total Expense Ratio | 1.29 | 0.69 | 187% |
| Annual Report Gross Expense Ratio | 1.50 | 0.69 | 217% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 20.822 | 23.803 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 74.1B | 0% |
| Annual Yield % from dividends | 5.20 | 0.96 | 542% |
| Returns for 1 year | 21.19 | 17.73 | 119% |
| Returns for 3 years | 45.62 | 51.06 | 89% |
| Returns for 5 years | 33.88 | N/A | - |
| Returns for 10 years | 83.99 | N/A | - |
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