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FNFWX vs IPOIX
FNFWX vs IPOIX Comparison
Open Charts FNFWX vs IPOIX
American Funds New World 529-F-2
Price$91.20
Change+$0.32 (+0.35%)
VolumeN/A
Net Assets71.77B
Macquarie Systematic Em Mkts Eq I
Price$22.17
Change-$0.14 (-0.63%)
VolumeN/A
Net Assets686.11M
FNFWX vs IPOIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 71.8B vs. IPOIX (686M). 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 (13.23) and IPOIX (13.22) 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 | 18.626 | 15.776 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8B | 686M | 10,466% |
| Annual Yield % from dividends | 0.99 | 3.04 | 32% |
| Returns for 1 year | 13.23 | 13.22 | 100% |
| Returns for 3 years | 40.64 | 16.62 | 245% |
| Returns for 5 years | N/A | -0.59 | - |
| Returns for 10 years | N/A | 73.48 | - |
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