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FNFWX vs IPOAX
FNFWX vs IPOAX Comparison
Open Charts FNFWX vs IPOAX
American Funds New World 529-F-2
Price$73.54
Change-$0.64 (-0.86%)
VolumeN/A
Net Assets58.72B
Macquarie Systematic Em Mkts Eq A
Price$17.19
Change-$0.26 (-1.49%)
VolumeN/A
Net Assets611.55M
FNFWX vs IPOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 58.7B vs. IPOAX (612M). IPOAX pays higher dividends than FNFWX: IPOAX (3.30) vs FNFWX (1.11). FNFWX was incepted earlier than IPOAX: FNFWX (4 years) vs IPOAX (31 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 (30.00). FNFWX has a lower initial minimum investment than IPOAX: FNFWX (250) vs IPOAX (1000). IPOAX annual gain was more profitable for investors over the last year : -3.79 vs. FNFWX (-5.07).
| FNFWX | IPOAX | FNFWX / IPOAX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.51 | 46% |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | -3.512 | -5.369 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.7B | 612M | 9,592% |
| Annual Yield % from dividends | 1.11 | 3.30 | 34% |
| Returns for 1 year | -5.07 | -3.79 | 134% |
| Returns for 3 years | 3.59 | -14.48 | -25% |
| Returns for 5 years | N/A | 15.77 | - |
| Returns for 10 years | N/A | 9.35 | - |
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