Interact to see
Advertisement
Advertisement
CEFIX vs FWWNX
CEFIX vs FWWNX Comparison
Open Charts CEFIX vs FWWNX
Calvert Emerging Markets Advancement I
Price$13.62
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets108.7M
American Funds New World 529-F-3
Price$88.19
Change+$0.91 (+1.04%)
VolumeN/A
Net Assets68.99B
CEFIX vs FWWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 69B vs. CEFIX (109M). CEFIX pays higher dividends than FWWNX: CEFIX (1.58) vs FWWNX (1.09). CEFIX was incepted earlier than FWWNX: CEFIX (6 years) vs FWWNX (5 years). CEFIX (1.17) is less costly to investors than FWWNX (0.63). CEFIX is a more actively managed with annual turnover of: 76.00 vs. FWWNX (37.00). FWWNX has a lower initial minimum investment than CEFIX: FWWNX (250) vs CEFIX (1000000). CEFIX annual gain was more profitable for investors over the last year : 19.53 vs. FWWNX (11.26).
| CEFIX | FWWNX | CEFIX / FWWNX | |
| Total Expense Ratio | 0.97 | 0.63 | 154% |
| Annual Report Gross Expense Ratio | 1.17 | 0.63 | 186% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 17.244 | 15.055 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 69B | 0% |
| Annual Yield % from dividends | 1.58 | 1.09 | 144% |
| Returns for 1 year | 19.53 | 11.26 | 173% |
| Returns for 3 years | 36.91 | 37.13 | 99% |
| Returns for 5 years | 56.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement