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CEFAX vs FNWFX
CEFAX vs FNWFX Comparison
Open Charts CEFAX vs FNWFX
Calvert Emerging Markets Advancement A
Price$11.59
Change-$0.13 (-1.11%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
CEFAX vs FNWFX Comparison Chart
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CEFAX vs. FNWFX commentary
Dec 19, 2024
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 CEFAX is a StrongSell and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 64B vs. CEFAX (93.8M). CEFAX pays higher dividends than FNWFX: CEFAX (2.82) vs FNWFX (1.56). CEFAX was incepted earlier than FNWFX: CEFAX (5 years) vs FNWFX (8 years). CEFAX is a more actively managed with annual turnover of: 82.00 vs. FNWFX (32.00). CEFAX has a lower initial minimum investment than FNWFX: CEFAX (1000) vs FNWFX (1000000). CEFAX annual gain was more profitable for investors over the last year : 14.79 vs. FNWFX (12.00). CEFAX return over 5 years is better than : 18.39 vs. FNWFX (16.03).
| CEFAX | FNWFX | CEFAX / FNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 12.667 | 10.027 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 64B | 0% |
| Annual Yield % from dividends | 2.82 | 1.56 | 181% |
| Returns for 1 year | 14.79 | 12.00 | 123% |
| Returns for 3 years | 2.53 | 0.71 | 356% |
| Returns for 5 years | 18.39 | 16.03 | 115% |
| Returns for 10 years | N/A | N/A | - |