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AOTAX vs FWWNX
AOTAX vs FWWNX Comparison
Open Charts AOTAX vs FWWNX
Virtus Emerging Markets Opps A
Price$28.29
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets150.77M
American Funds New World 529-F-3
Price$79.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets62.61B
AOTAX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 62.6B vs. AOTAX (151M). AOTAX pays higher dividends than FWWNX: AOTAX (5.86) vs FWWNX (1.16). 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 : 4.16 vs. AOTAX (-0.29).
| 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 | 0.212 | 3.796 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 62.6B | 0% |
| Annual Yield % from dividends | 5.86 | 1.16 | 507% |
| Returns for 1 year | -0.29 | 4.16 | -7% |
| Returns for 3 years | 10.72 | 17.85 | 60% |
| Returns for 5 years | 41.03 | N/A | - |
| Returns for 10 years | 21.36 | N/A | - |
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