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CVMRX vs FNWFX
CVMRX vs FNWFX Comparison
Open Charts CVMRX vs FNWFX
Calvert Emerging Markets Equity R6
Price$17.47
Change-$0.30 (-1.69%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$80.67
Change-$1.85 (-2.24%)
VolumeN/A
CapitalizationN/A
CVMRX vs FNWFX Comparison Chart
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CVMRX 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 CVMRX is a Buy and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 64B vs. CVMRX (1.28B). FNWFX pays higher dividends than CVMRX: FNWFX (1.56) vs CVMRX (1.02). CVMRX was incepted earlier than FNWFX: CVMRX (7 years) vs FNWFX (8 years). CVMRX is a more actively managed with annual turnover of: 59.00 vs. FNWFX (32.00). FNWFX has a lower initial minimum investment than CVMRX: FNWFX (1000000) vs CVMRX (5000000). CVMRX annual gain was more profitable for investors over the last year : 13.23 vs. FNWFX (12.00). FNWFX return over 5 years is better than : 16.03 vs. CVMRX (4.72).
| CVMRX | FNWFX | CVMRX / FNWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 10.154 | 10.027 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 64B | 2% |
| Annual Yield % from dividends | 1.02 | 1.56 | 66% |
| Returns for 1 year | 13.23 | 12.00 | 110% |
| Returns for 3 years | -9.50 | 0.71 | -1,338% |
| Returns for 5 years | 4.72 | 16.03 | 29% |
| Returns for 10 years | N/A | N/A | - |