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AVEEX vs FNWFX
AVEEX vs FNWFX Comparison
Open Charts AVEEX vs FNWFX
Avantis® Emerging Markets Equity Instl
Price$12.66
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets634.42M
American Funds New World F3
Price$84.32
Change+$0.11 (+0.13%)
VolumeN/A
Net Assets66.25B
AVEEX vs FNWFX Comparison Chart
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AVEEX vs. FNWFX commentary
May 24, 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 AVEEX is a StrongSell and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 66.2B vs. AVEEX (634M). AVEEX pays higher dividends than FNWFX: AVEEX (2.85) vs FNWFX (1.21). AVEEX was incepted earlier than FNWFX: AVEEX (5 years) vs FNWFX (8 years). FNWFX (0.57) is less costly to investors than AVEEX (0.33). FNWFX is a more actively managed with annual turnover of: 37.00 vs. AVEEX (10.00). FNWFX has a lower initial minimum investment than AVEEX: FNWFX (1000000) vs AVEEX (5000000). AVEEX annual gain was more profitable for investors over the last year : 8.43 vs. FNWFX (5.80). AVEEX return over 5 years is better than : 69.81 vs. FNWFX (41.83).
| AVEEX | FNWFX | AVEEX / FNWFX | |
| Total Expense Ratio | 0.33 | 0.57 | 58% |
| Annual Report Gross Expense Ratio | 0.33 | 0.57 | 58% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.067 | 9.478 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 66.2B | 1% |
| Annual Yield % from dividends | 2.85 | 1.21 | 236% |
| Returns for 1 year | 8.43 | 5.80 | 145% |
| Returns for 3 years | 29.64 | 27.23 | 109% |
| Returns for 5 years | 69.81 | 41.83 | 167% |
| Returns for 10 years | N/A | N/A | - |
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