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DFESX vs FWWNX
DFESX vs FWWNX Comparison
Open Charts DFESX vs FWWNX
DFA Emerging Markets Social Core Port
Price$16.14
Change-$0.24 (-1.47%)
VolumeN/A
Net Assets1.72B
American Funds New World 529-F-3
Price$85.69
Change-$1.04 (-1.20%)
VolumeN/A
Net Assets68.56B
DFESX vs FWWNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 68.6B vs. DFESX (1.72B). DFESX pays higher dividends than FWWNX: DFESX (2.98) vs FWWNX (1.09). 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 : 11.67 vs. FWWNX (8.28).
| 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 | 11.210 | 11.794 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 68.6B | 3% |
| Annual Yield % from dividends | 2.98 | 1.09 | 273% |
| Returns for 1 year | 11.67 | 8.28 | 141% |
| Returns for 3 years | 29.20 | 36.88 | 79% |
| Returns for 5 years | 49.78 | N/A | - |
| Returns for 10 years | 54.65 | N/A | - |
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