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AOTCX vs FNWFX
AOTCX vs FNWFX Comparison
Open Charts AOTCX vs FNWFX
Virtus Emerging Markets Opps C
Price$29.38
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets154.21M
American Funds New World F3
Price$81.52
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
AOTCX vs FNWFX Comparison Chart
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AOTCX vs. FNWFX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AOTCX is a Buy and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.6B vs. AOTCX (154M). AOTCX pays higher dividends than FNWFX: AOTCX (3.86) vs FNWFX (1.21). AOTCX was incepted earlier than FNWFX: AOTCX (19 years) vs FNWFX (8 years). AOTCX (2.27) is less costly to investors than FNWFX (0.57). AOTCX is a more actively managed with annual turnover of: 99.00 vs. FNWFX (37.00). AOTCX has a lower initial minimum investment than FNWFX: AOTCX (2500) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 3.55 vs. AOTCX (-0.14). FNWFX return over 5 years is better than : 38.31 vs. AOTCX (35.06).
| AOTCX | FNWFX | AOTCX / FNWFX | |
| Total Expense Ratio | 2.04 | 0.57 | 358% |
| Annual Report Gross Expense Ratio | 2.27 | 0.57 | 398% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 2.527 | 5.843 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 63.6B | 0% |
| Annual Yield % from dividends | 3.86 | 1.21 | 319% |
| Returns for 1 year | -0.14 | 3.55 | -4% |
| Returns for 3 years | 17.16 | 27.45 | 63% |
| Returns for 5 years | 35.06 | 38.31 | 92% |
| Returns for 10 years | 22.10 | N/A | - |
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