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FNFWX vs IPOAX
FNFWX vs IPOAX Comparison
Open Charts FNFWX vs IPOAX
American Funds New World 529-F-2
Price$89.01
Change+$0.17 (+0.19%)
VolumeN/A
Net Assets69.94B
Macquarie Systematic Em Mkts Eq A
Price$20.92
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets679.21M
FNFWX vs IPOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 69.9B vs. IPOAX (679M). IPOAX pays higher dividends than FNFWX: IPOAX (2.99) vs FNFWX (0.98). 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 annual gain was more profitable for investors over the last year : 9.27 vs. IPOAX (6.90).
| 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 | 15.778 | 13.449 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9B | 679M | 10,295% |
| Annual Yield % from dividends | 0.98 | 2.99 | 33% |
| Returns for 1 year | 9.27 | 6.90 | 134% |
| Returns for 3 years | 42.44 | 18.85 | 225% |
| Returns for 5 years | N/A | 9.06 | - |
| Returns for 10 years | N/A | 43.30 | - |
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