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FNFWX vs IPOAX
FNFWX vs IPOAX Comparison
Open Charts FNFWX vs IPOAX
American Funds New World 529-F-2
Price$83.35
Change+$1.80 (+2.21%)
VolumeN/A
Net Assets63.85B
Macquarie Systematic Em Mkts Eq A
Price$19.79
Change+$0.51 (+2.65%)
VolumeN/A
Net Assets654.85M
FNFWX vs IPOAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 63.8B vs. IPOAX (655M). IPOAX pays higher dividends than FNFWX: IPOAX (3.30) vs FNFWX (1.09). 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 (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 : 4.68 vs. FNFWX (3.29).
| 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 | 6.074 | 4.555 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8B | 655M | 9,740% |
| Annual Yield % from dividends | 1.09 | 3.30 | 33% |
| Returns for 1 year | 3.29 | 4.68 | 70% |
| Returns for 3 years | 25.68 | 2.66 | 966% |
| Returns for 5 years | N/A | 21.35 | - |
| Returns for 10 years | N/A | 22.84 | - |
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