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FNFWX vs FSWAX
FNFWX vs FSWAX Comparison
Open Charts FNFWX vs FSWAX
American Funds New World 529-F-2
Price$89.80
Change+$0.75 (+0.84%)
VolumeN/A
Net Assets69.98B
Fidelity Advisor Sustainable EM Eq A
Price$10.48
Change+$0.11 (+1.06%)
VolumeN/A
Net Assets8.42M
FNFWX vs FSWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70B vs. FSWAX (8.42M). FNFWX pays higher dividends than FSWAX: FNFWX (0.99) vs FSWAX (0.84). FNFWX was incepted earlier than FSWAX: FNFWX (5 years) vs FSWAX (3 years). FSWAX (4.87) is less costly to investors than FNFWX (0.69). FSWAX is a more actively managed with annual turnover of: 108.00 vs. FNFWX (37.00). FSWAX has a lower initial minimum investment than FNFWX: FSWAX (0) vs FNFWX (250). FSWAX annual gain was more profitable for investors over the last year : 24.20 vs. FNFWX (18.78).
| FNFWX | FSWAX | FNFWX / FSWAX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.69 | 4.87 | 14% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 16.805 | 21.004 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70B | 8.42M | 831,650% |
| Annual Yield % from dividends | 0.99 | 0.84 | 118% |
| Returns for 1 year | 18.78 | 24.20 | 78% |
| Returns for 3 years | 35.21 | 35.47 | 99% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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