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FNFWX vs IPOAX
FNFWX vs IPOAX Comparison
Open Charts FNFWX vs IPOAX
American Funds New World 529-F-2
Price$96.09
Change-$0.05 (-0.05%)
VolumeN/A
Net Assets75.33B
Macquarie Systematic Em Mkts Eq A
Price$22.59
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets697.99M
FNFWX vs IPOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.3B vs. IPOAX (698M). IPOAX pays higher dividends than FNFWX: IPOAX (2.79) vs FNFWX (0.92). FNFWX was incepted earlier than IPOAX: FNFWX (5 years) vs IPOAX (32 years). IPOAX (1.51) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. IPOAX (28.00). FNFWX has a lower initial minimum investment than IPOAX: FNFWX (250) vs IPOAX (1000). FNFWX (13.04) and IPOAX (12.44) have marching annual gain over last year.
| FNFWX | IPOAX | FNFWX / IPOAX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.51 | 46% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 24.987 | 22.343 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 698M | 10,788% |
| Annual Yield % from dividends | 0.92 | 2.79 | 33% |
| Returns for 1 year | 13.04 | 12.44 | 105% |
| Returns for 3 years | 60.05 | 35.44 | 169% |
| Returns for 5 years | N/A | 4.54 | - |
| Returns for 10 years | N/A | 74.46 | - |
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