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DFESX vs FWWNX
DFESX vs FWWNX Comparison
Open Charts DFESX vs FWWNX
DFA Emerging Markets Social Core Port
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.6B
American Funds New World 529-F-3
Price$81.10
Change+$0.18 (+0.22%)
VolumeN/A
Net Assets63.55B
DFESX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 63.6B vs. DFESX (1.6B). DFESX pays higher dividends than FWWNX: DFESX (3.14) vs FWWNX (1.16). 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 : 6.53 vs. FWWNX (3.44).
| 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 | 4.733 | 5.806 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 63.6B | 3% |
| Annual Yield % from dividends | 3.14 | 1.16 | 272% |
| Returns for 1 year | 6.53 | 3.44 | 190% |
| Returns for 3 years | 21.95 | 28.70 | 76% |
| Returns for 5 years | 52.32 | N/A | - |
| Returns for 10 years | 36.96 | N/A | - |
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