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AOTCX vs FWWNX
AOTCX vs FWWNX Comparison
Open Charts AOTCX vs FWWNX
Virtus Emerging Markets Opps C
Price$35.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets190.43M
American Funds New World 529-F-3
Price$95.36
Change-$0.10 (-0.10%)
VolumeN/A
Net Assets74.73B
AOTCX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 74.7B vs. AOTCX (190M). AOTCX pays higher dividends than FWWNX: AOTCX (3.22) vs FWWNX (0.98). AOTCX was incepted earlier than FWWNX: AOTCX (19 years) vs FWWNX (5 years). AOTCX (2.27) is less costly to investors than FWWNX (0.63). AOTCX is a more actively managed with annual turnover of: 146.00 vs. FWWNX (37.00). 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 : 17.67 vs. FWWNX (15.59).
| AOTCX | FWWNX | AOTCX / FWWNX | |
| Total Expense Ratio | 2.04 | 0.63 | 324% |
| Annual Report Gross Expense Ratio | 2.27 | 0.63 | 360% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 22.188 | 24.540 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 74.7B | 0% |
| Annual Yield % from dividends | 3.22 | 0.98 | 329% |
| Returns for 1 year | 17.67 | 15.59 | 113% |
| Returns for 3 years | 54.52 | 59.51 | 92% |
| Returns for 5 years | 28.33 | N/A | - |
| Returns for 10 years | 71.47 | N/A | - |
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