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FNFWX vs IPOIX
FNFWX vs IPOIX Comparison
Open Charts FNFWX vs IPOIX
American Funds New World 529-F-2
Price$88.64
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets69.7B
Macquarie Systematic Em Mkts Eq I
Price$21.83
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets688.91M
FNFWX vs IPOIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 69.7B vs. IPOIX (689M). 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). FNFWX annual gain was more profitable for investors over the last year : 11.50 vs. IPOIX (10.35).
| 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 | 15.297 | 13.285 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7B | 689M | 10,116% |
| Annual Yield % from dividends | 1.03 | 3.23 | 32% |
| Returns for 1 year | 11.50 | 10.35 | 111% |
| Returns for 3 years | 39.00 | 13.61 | 287% |
| Returns for 5 years | N/A | 17.08 | - |
| Returns for 10 years | N/A | 41.01 | - |
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