Interact to see
Advertisement
Advertisement
FNFWX vs IPOIX
FNFWX vs IPOIX Comparison
Open Charts FNFWX vs IPOIX
American Funds New World 529-F-2
Price$89.05
Change+$0.22 (+0.25%)
VolumeN/A
Net Assets69.98B
Macquarie Systematic Em Mkts Eq I
Price$21.98
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets682.72M
FNFWX vs IPOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70B vs. IPOIX (683M). IPOIX pays higher dividends than FNFWX: IPOIX (3.04) vs FNFWX (0.99). 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 (28.00). IPOIX has a lower initial minimum investment than FNFWX: IPOIX (0) vs FNFWX (250). FNFWX (17.83) and IPOIX (17.73) have marching annual gain over last year.
| 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 | 15.830 | 14.063 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70B | 683M | 10,249% |
| Annual Yield % from dividends | 0.99 | 3.04 | 32% |
| Returns for 1 year | 17.83 | 17.73 | 101% |
| Returns for 3 years | 34.47 | 15.06 | 229% |
| Returns for 5 years | N/A | 2.64 | - |
| Returns for 10 years | N/A | 55.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement