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FNFWX vs IPOCX
FNFWX vs IPOCX Comparison
Open Charts FNFWX vs IPOCX
American Funds New World 529-F-2
Price$89.78
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets70.59B
Macquarie Systematic Em Mkts Eq C
Price$17.00
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets687.86M
FNFWX vs IPOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.6B vs. IPOCX (688M). IPOCX pays higher dividends than FNFWX: IPOCX (3.37) vs FNFWX (0.99). 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). FNFWX annual gain was more profitable for investors over the last year : 16.11 vs. IPOCX (14.33).
| 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 | 16.779 | 14.247 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 688M | 10,262% |
| Annual Yield % from dividends | 0.99 | 3.37 | 29% |
| Returns for 1 year | 16.11 | 14.33 | 112% |
| Returns for 3 years | 36.15 | 9.45 | 383% |
| Returns for 5 years | N/A | -4.35 | - |
| Returns for 10 years | N/A | 40.30 | - |
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