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FNFWX vs IPOCX
FNFWX vs IPOCX Comparison
Open Charts FNFWX vs IPOCX
American Funds New World 529-F-2
Price$95.08
Change-$0.10 (-0.11%)
VolumeN/A
Net Assets74.53B
Macquarie Systematic Em Mkts Eq C
Price$17.80
Change-$0.13 (-0.73%)
VolumeN/A
Net Assets690.49M
FNFWX vs IPOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 74.5B vs. IPOCX (690M). IPOCX pays higher dividends than FNFWX: IPOCX (3.33) vs FNFWX (0.96). FNFWX was incepted earlier than IPOCX: FNFWX (5 years) vs IPOCX (29 years). IPOCX (2.26) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. IPOCX (28.00). FNFWX has a lower initial minimum investment than IPOCX: FNFWX (250) vs IPOCX (1000). IPOCX annual gain was more profitable for investors over the last year : 17.43 vs. FNFWX (15.87).
| FNFWX | IPOCX | FNFWX / IPOCX | |
| Total Expense Ratio | 0.69 | 1.80 | 38% |
| Annual Report Gross Expense Ratio | 0.69 | 2.26 | 31% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 23.673 | 19.624 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.5B | 690M | 10,797% |
| Annual Yield % from dividends | 0.96 | 3.33 | 29% |
| Returns for 1 year | 15.87 | 17.43 | 91% |
| Returns for 3 years | 52.01 | 20.61 | 252% |
| Returns for 5 years | N/A | -2.00 | - |
| Returns for 10 years | N/A | 64.25 | - |
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