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CVMIX vs FNWFX
CVMIX vs FNWFX Comparison
Open Charts CVMIX vs FNWFX
Calvert Emerging Markets Equity I
Price$17.74
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$83.10
Change-$0.10 (-0.12%)
VolumeN/A
CapitalizationN/A
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CVMIX vs FNWFX Comparison Chart
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CVMIX vs. FNWFX commentary
Sep 21, 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 CVMIX is a StrongBuy and FNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 63.1B vs. CVMIX (1.52B). FNWFX pays higher dividends than CVMIX: FNWFX (1.56) vs CVMIX (0.90). CVMIX was incepted earlier than FNWFX: CVMIX (12 years) vs FNWFX (8 years). CVMIX is a more actively managed with annual turnover of: 59.00 vs. FNWFX (32.00). CVMIX (1000000) and FNWFX (1000000) have matching initial minimum investment requirements. FNWFX annual gain was more profitable for investors over the last year : 18.70 vs. CVMIX (16.52). FNWFX return over 5 years is better than : 25.74 vs. CVMIX (11.69).
| CVMIX | FNWFX | CVMIX / FNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 8.834 | 10.800 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 63.1B | 2% |
| Annual Yield % from dividends | 0.90 | 1.56 | 58% |
| Returns for 1 year | 16.52 | 18.70 | 88% |
| Returns for 3 years | -14.81 | -9.66 | 153% |
| Returns for 5 years | 11.69 | 25.74 | 45% |
| Returns for 10 years | 40.73 | N/A | - |
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