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DFESX vs FWWNX
DFESX vs FWWNX Comparison
Open Charts DFESX vs FWWNX
DFA Emerging Markets Social Core Port
Price$16.78
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets1.76B
American Funds New World 529-F-3
Price$89.31
Change+$0.55 (+0.62%)
VolumeN/A
Net Assets70.56B
DFESX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 70.6B vs. DFESX (1.76B). DFESX pays higher dividends than FWWNX: DFESX (3.00) vs FWWNX (1.04). DFESX was incepted earlier than FWWNX: DFESX (19 years) vs FWWNX (5 years). FWWNX (0.63) is less costly to investors than DFESX (0.44). FWWNX is a more actively managed with annual turnover of: 37.00 vs. DFESX (11.00). DFESX has a lower initial minimum investment than FWWNX: DFESX (0) vs FWWNX (250). DFESX annual gain was more profitable for investors over the last year : 14.54 vs. FWWNX (11.74).
| DFESX | FWWNX | DFESX / FWWNX | |
| Total Expense Ratio | 0.44 | 0.63 | 70% |
| Annual Report Gross Expense Ratio | 0.44 | 0.63 | 70% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 16.458 | 16.517 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 70.6B | 2% |
| Annual Yield % from dividends | 3.00 | 1.04 | 288% |
| Returns for 1 year | 14.54 | 11.74 | 124% |
| Returns for 3 years | 38.68 | 41.86 | 92% |
| Returns for 5 years | 52.27 | N/A | - |
| Returns for 10 years | 64.12 | N/A | - |
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