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AOTCX vs FWWNX
AOTCX vs FWWNX Comparison
Open Charts AOTCX vs FWWNX
Virtus Emerging Markets Opps C
Price$30.14
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
American Funds New World 529-F-3
Price$80.62
Change+$0.05 (+0.06%)
VolumeN/A
CapitalizationN/A
AOTCX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63B vs. AOTCX (165M). AOTCX pays higher dividends than FWWNX: AOTCX (1.92) vs FWWNX (1.50). AOTCX was incepted earlier than FWWNX: AOTCX (18 years) vs FWWNX (4 years). AOTCX is a more actively managed with annual turnover of: 109.00 vs. FWWNX (32.00). FWWNX has a lower initial minimum investment than AOTCX: FWWNX (250) vs AOTCX (2500). AOTCX annual gain was more profitable for investors over the last year : 12.25 vs. FWWNX (11.54).
| AOTCX | FWWNX | AOTCX / 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 | 5.395 | 7.873 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 63B | 0% |
| Annual Yield % from dividends | 1.92 | 1.50 | 128% |
| Returns for 1 year | 12.25 | 11.54 | 106% |
| Returns for 3 years | -5.90 | -10.18 | 58% |
| Returns for 5 years | 19.61 | N/A | - |
| Returns for 10 years | 24.24 | N/A | - |