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BEXIX vs FNFWX
BEXIX vs FNFWX Comparison
Open Charts BEXIX vs FNFWX
Baron Emerging Markets Institutional
Price$18.24
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets3.44B
American Funds New World 529-F-2
Price$90.85
Change+$0.19 (+0.21%)
VolumeN/A
Net Assets71.38B
BEXIX vs FNFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 71.4B vs. BEXIX (3.44B). FNFWX pays higher dividends than BEXIX: FNFWX (0.96) vs BEXIX (0.67). 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 : 21.91 vs. FNFWX (14.48).
| 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 | 21.519 | 18.171 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 71.4B | 5% |
| Annual Yield % from dividends | 0.67 | 0.96 | 70% |
| Returns for 1 year | 21.91 | 14.48 | 151% |
| Returns for 3 years | 41.88 | 44.14 | 95% |
| Returns for 5 years | 18.08 | N/A | - |
| Returns for 10 years | 86.75 | N/A | - |
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