Interact to see
Advertisement
Advertisement
AOTAX vs FWWNX
AOTAX vs FWWNX Comparison
Open Charts AOTAX vs FWWNX
Virtus Emerging Markets Opps A
Price$33.98
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets184.44M
American Funds New World 529-F-3
Price$94.91
Change+$0.24 (+0.25%)
VolumeN/A
Net Assets74.08B
AOTAX vs FWWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 74.1B vs. AOTAX (184M). AOTAX pays higher dividends than FWWNX: AOTAX (5.20) vs FWWNX (1.02). AOTAX was incepted earlier than FWWNX: AOTAX (19 years) vs FWWNX (5 years). AOTAX (1.50) is less costly to investors than FWWNX (0.63). AOTAX is a more actively managed with annual turnover of: 99.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than AOTAX: FWWNX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 21.19 vs. FWWNX (17.74).
| AOTAX | FWWNX | AOTAX / FWWNX | |
| Total Expense Ratio | 1.29 | 0.63 | 205% |
| Annual Report Gross Expense Ratio | 1.50 | 0.63 | 238% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 20.822 | 23.823 | 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 | 1.02 | 511% |
| Returns for 1 year | 21.19 | 17.74 | 119% |
| Returns for 3 years | 45.62 | 51.10 | 89% |
| Returns for 5 years | 33.88 | N/A | - |
| Returns for 10 years | 83.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers