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FNFWX vs IPOAX
FNFWX vs IPOAX Comparison
Open Charts FNFWX vs IPOAX
American Funds New World 529-F-2
Price$88.83
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets69.86B
Macquarie Systematic Em Mkts Eq A
Price$20.99
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets678.97M
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 (2.96) vs FNFWX (0.99). 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 (18.47) and IPOAX (18.26) 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 | 15.544 | 13.829 | 112% |
| 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 | 0.99 | 2.96 | 33% |
| Returns for 1 year | 18.47 | 18.26 | 101% |
| Returns for 3 years | 34.14 | 14.77 | 231% |
| Returns for 5 years | N/A | -0.33 | - |
| Returns for 10 years | N/A | 52.19 | - |
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