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AOTAX vs FNFWX
AOTAX vs FNFWX Comparison
Open Charts AOTAX vs FNFWX
Virtus Emerging Markets Opps A
Price$29.09
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets163.62M
American Funds New World 529-F-2
Price$80.33
Change-$0.44 (-0.54%)
VolumeN/A
Net Assets63.63B
AOTAX vs FNFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 63.6B vs. AOTAX (164M). AOTAX pays higher dividends than FNFWX: AOTAX (2.96) vs FNFWX (1.47). AOTAX was incepted earlier than FNFWX: AOTAX (19 years) vs FNFWX (4 years). AOTAX is a more actively managed with annual turnover of: 109.00 vs. FNFWX (32.00). FNFWX has a lower initial minimum investment than AOTAX: FNFWX (250) vs AOTAX (2500). FNFWX annual gain was more profitable for investors over the last year : 5.02 vs. AOTAX (4.05).
| AOTAX | FNFWX | AOTAX / FNFWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | 3.010 | 4.488 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 63.6B | 0% |
| Annual Yield % from dividends | 2.96 | 1.47 | 202% |
| Returns for 1 year | 4.05 | 5.02 | 81% |
| Returns for 3 years | 0.06 | 7.40 | 1% |
| Returns for 5 years | 20.02 | N/A | - |
| Returns for 10 years | 31.48 | N/A | - |