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FNFWX vs IPOIX
FNFWX vs IPOIX Comparison
Open Charts FNFWX vs IPOIX
American Funds New World 529-F-2
Price$86.00
Change+$0.18 (+0.21%)
VolumeN/A
Net Assets67.63B
Macquarie Systematic Em Mkts Eq I
Price$21.03
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets670.85M
FNFWX vs IPOIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 67.6B vs. IPOIX (671M). IPOIX pays higher dividends than FNFWX: IPOIX (3.23) vs FNFWX (1.03). FNFWX was incepted earlier than IPOIX: FNFWX (5 years) vs IPOIX (18 years). IPOIX (1.26) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. IPOIX (30.00). IPOIX has a lower initial minimum investment than FNFWX: IPOIX (0) vs FNFWX (250). IPOIX annual gain was more profitable for investors over the last year : 8.15 vs. FNFWX (7.72).
| FNFWX | IPOIX | FNFWX / IPOIX | |
| Total Expense Ratio | 0.69 | 0.80 | 86% |
| Annual Report Gross Expense Ratio | 0.69 | 1.26 | 55% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 11.863 | 9.133 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6B | 671M | 10,075% |
| Annual Yield % from dividends | 1.03 | 3.23 | 32% |
| Returns for 1 year | 7.72 | 8.15 | 95% |
| Returns for 3 years | 25.14 | 3.08 | 817% |
| Returns for 5 years | N/A | 13.85 | - |
| Returns for 10 years | N/A | 36.56 | - |
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