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BEXIX vs FNFWX
BEXIX vs FNFWX Comparison
Open Charts BEXIX vs FNFWX
Baron Emerging Markets Institutional
Price$17.83
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets3.71B
American Funds New World 529-F-2
Price$89.57
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.56B
BEXIX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.6B vs. BEXIX (3.71B). FNFWX pays higher dividends than BEXIX: FNFWX (0.98) vs BEXIX (0.68). BEXIX was incepted earlier than FNFWX: BEXIX (15 years) vs FNFWX (5 years). BEXIX (1.11) is less costly to investors than FNFWX (0.69). BEXIX (37.00) and FNFWX (37.00) have comparable annual turnover. FNFWX has a lower initial minimum investment than BEXIX: FNFWX (250) vs BEXIX (1000000). BEXIX annual gain was more profitable for investors over the last year : 18.54 vs. FNFWX (11.72).
| BEXIX | FNFWX | BEXIX / FNFWX | |
| Total Expense Ratio | 1.11 | 0.69 | 161% |
| Annual Report Gross Expense Ratio | 1.11 | 0.69 | 161% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 18.787 | 16.506 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 70.6B | 5% |
| Annual Yield % from dividends | 0.68 | 0.98 | 70% |
| Returns for 1 year | 18.54 | 11.72 | 158% |
| Returns for 3 years | 33.38 | 41.81 | 80% |
| Returns for 5 years | 28.81 | N/A | - |
| Returns for 10 years | 61.29 | N/A | - |