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CEFIX vs FNWFX
CEFIX vs FNWFX Comparison
Open Charts CEFIX vs FNWFX
Calvert Emerging Markets Advancement I
Price$11.59
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$81.15
Change-$0.39 (-0.48%)
VolumeN/A
CapitalizationN/A
CEFIX vs FNWFX Comparison Chart
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CEFIX vs. FNWFX commentary
Nov 15, 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 CEFIX is a StrongSell and FNWFX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 61.8B vs. CEFIX (92.7M). CEFIX pays higher dividends than FNWFX: CEFIX (3.01) vs FNWFX (1.56). CEFIX was incepted earlier than FNWFX: CEFIX (5 years) vs FNWFX (8 years). CEFIX is a more actively managed with annual turnover of: 82.00 vs. FNWFX (32.00). CEFIX (1000000) and FNWFX (1000000) have matching initial minimum investment requirements. CEFIX annual gain was more profitable for investors over the last year : 14.64 vs. FNWFX (12.51). CEFIX return over 5 years is better than : 21.72 vs. FNWFX (18.38).
| CEFIX | FNWFX | CEFIX / 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 | 9.754 | 8.200 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 61.8B | 0% |
| Annual Yield % from dividends | 3.01 | 1.56 | 193% |
| Returns for 1 year | 14.64 | 12.51 | 117% |
| Returns for 3 years | -2.81 | -13.59 | 21% |
| Returns for 5 years | 21.72 | 18.38 | 118% |
| Returns for 10 years | N/A | N/A | - |
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