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Analysis and predictions DESIX vs FNWFX
DESIX vs FNWFX Comparison
Open Charts DESIX vs FNWFX
DFA Em Mkts Sustnby Cor 1 Instl
Price$8.76
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New World F3
Price$73.78
Change+$0.22 (+0.30%)
VolumeN/A
CapitalizationN/A
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DESIX vs FNWFX Comparison Chart
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DESIX vs. FNWFX commentary
Dec 11, 2023
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 DESIX is a Buy and FNWFX is a Buy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 51.3B vs. DESIX (945M). DESIX pays higher dividends than FNWFX: DESIX (2.24) vs FNWFX (1.20). DESIX was incepted earlier than FNWFX: DESIX (6 years) vs FNWFX (7 years). FNWFX (0.57) is less costly to investors than DESIX (0.45). FNWFX is a more actively managed with annual turnover of: 39.00 vs. DESIX (14.00). DESIX has a lower initial minimum investment than FNWFX: DESIX (0) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 9.04 vs. DESIX (7.50). FNWFX return over 5 years is better than : 26.66 vs. DESIX (15.39).
| DESIX | FNWFX | DESIX / FNWFX | |
| Total Expense Ratio | 0.45 | 0.57 | 79% |
| Annual Report Gross Expense Ratio | 0.45 | 0.57 | 79% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 9.097 | 11.064 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 945M | 51.3B | 2% |
| Annual Yield % from dividends | 2.24 | 1.20 | 187% |
| Returns for 1 year | 7.50 | 9.04 | 83% |
| Returns for 3 years | -8.37 | -11.72 | 71% |
| Returns for 5 years | 15.39 | 26.66 | 58% |
| Returns for 10 years | N/A | N/A | - |
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