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AOTAX vs FWWNX
AOTAX vs FWWNX Comparison
Open Charts AOTAX vs FWWNX
Virtus Emerging Markets Opps A
Price$31.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets172.04M
American Funds New World 529-F-3
Price$89.10
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets70.39B
AOTAX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.4B vs. AOTAX (172M). AOTAX pays higher dividends than FWWNX: AOTAX (5.31) vs FWWNX (1.04). 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). FWWNX annual gain was more profitable for investors over the last year : 10.02 vs. AOTAX (4.43).
| 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 | 10.623 | 16.243 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 70.4B | 0% |
| Annual Yield % from dividends | 5.31 | 1.04 | 510% |
| Returns for 1 year | 4.43 | 10.02 | 44% |
| Returns for 3 years | 31.39 | 42.68 | 74% |
| Returns for 5 years | 28.03 | N/A | - |
| Returns for 10 years | 48.71 | N/A | - |
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