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BEXIX vs FWWNX
BEXIX vs FWWNX Comparison
Open Charts BEXIX vs FWWNX
Baron Emerging Markets Institutional
Price$17.04
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets3.71B
American Funds New World 529-F-3
Price$85.57
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets67.63B
BEXIX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 67.6B vs. BEXIX (3.71B). FWWNX pays higher dividends than BEXIX: FWWNX (1.09) vs BEXIX (0.74). BEXIX was incepted earlier than FWWNX: BEXIX (14 years) vs FWWNX (5 years). BEXIX (1.11) is less costly to investors than FWWNX (0.63). BEXIX (37.00) and FWWNX (37.00) have comparable annual turnover. FWWNX has a lower initial minimum investment than BEXIX: FWWNX (250) vs BEXIX (1000000). BEXIX annual gain was more profitable for investors over the last year : 16.41 vs. FWWNX (7.78).
| BEXIX | FWWNX | BEXIX / FWWNX | |
| Total Expense Ratio | 1.11 | 0.63 | 176% |
| Annual Report Gross Expense Ratio | 1.11 | 0.63 | 176% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 12.658 | 11.389 | 111% |
| 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 | 67.6B | 5% |
| Annual Yield % from dividends | 0.74 | 1.09 | 67% |
| Returns for 1 year | 16.41 | 7.78 | 211% |
| Returns for 3 years | 22.44 | 25.20 | 89% |
| Returns for 5 years | 29.02 | N/A | - |
| Returns for 10 years | 47.30 | N/A | - |
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