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FNFWX vs IPOCX
FNFWX vs IPOCX Comparison
Open Charts FNFWX vs IPOCX
American Funds New World 529-F-2
Price$95.41
Change-$0.98 (-1.02%)
VolumeN/A
Net Assets74.89B
Macquarie Systematic Em Mkts Eq C
Price$18.03
Change-$0.22 (-1.21%)
VolumeN/A
Net Assets680.57M
FNFWX vs IPOCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 74.9B vs. IPOCX (681M). IPOCX pays higher dividends than FNFWX: IPOCX (3.06) vs FNFWX (0.90). FNFWX was incepted earlier than IPOCX: FNFWX (5 years) vs IPOCX (30 years). IPOCX (2.24) 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 (20.71) and FNFWX (19.81) have marching annual gain over last year. FNFWX return over 5 years is better than : 22.93 vs. IPOCX (-10.46).
| FNFWX | IPOCX | FNFWX / IPOCX | |
| Total Expense Ratio | 0.69 | 1.80 | 38% |
| Annual Report Gross Expense Ratio | 0.69 | 2.24 | 31% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 24.103 | 21.169 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9B | 681M | 10,999% |
| Annual Yield % from dividends | 0.90 | 3.06 | 29% |
| Returns for 1 year | 19.81 | 20.71 | 96% |
| Returns for 3 years | 47.97 | 22.40 | 214% |
| Returns for 5 years | 22.93 | -10.46 | -219% |
| Returns for 10 years | N/A | 55.79 | - |
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