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AOTAX vs FWWNX
AOTAX vs FWWNX Comparison
Open Charts AOTAX vs FWWNX
Virtus Emerging Markets Opps A
Price$30.98
Change-$0.24 (-0.77%)
VolumeN/A
CapitalizationN/A
American Funds New World 529-F-3
Price$83.57
Change-$0.17 (-0.20%)
VolumeN/A
CapitalizationN/A
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AOTAX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.6B vs. AOTAX (170M). AOTAX pays higher dividends than FWWNX: AOTAX (2.96) vs FWWNX (1.50). AOTAX was incepted earlier than FWWNX: AOTAX (18 years) vs FWWNX (4 years). AOTAX is a more actively managed with annual turnover of: 109.00 vs. FWWNX (32.00). FWWNX has a lower initial minimum investment than AOTAX: FWWNX (250) vs AOTAX (2500). FWWNX (21.81) and AOTAX (20.82) have marching annual gain over last year.
| AOTAX | FWWNX | AOTAX / FWWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 9.852 | 11.889 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 63.6B | 0% |
| Annual Yield % from dividends | 2.96 | 1.50 | 197% |
| Returns for 1 year | 20.82 | 21.81 | 95% |
| Returns for 3 years | -4.98 | -7.73 | 64% |
| Returns for 5 years | 32.30 | N/A | - |
| Returns for 10 years | 37.60 | N/A | - |
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