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FNFWX vs IPOYX
FNFWX vs IPOYX Comparison
Open Charts FNFWX vs IPOYX
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 Y
Price$21.69
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets686.11M
FNFWX vs IPOYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 71.8B vs. IPOYX (686M). IPOYX pays higher dividends than FNFWX: IPOYX (2.93) vs FNFWX (0.99). FNFWX was incepted earlier than IPOYX: FNFWX (5 years) vs IPOYX (22 years). IPOYX (1.51) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 37.00 vs. IPOYX (28.00). IPOYX has a lower initial minimum investment than FNFWX: IPOYX (0) vs FNFWX (250). FNFWX (13.23) and IPOYX (12.91) have marching annual gain over last year.
| FNFWX | IPOYX | FNFWX / IPOYX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.51 | 46% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 18.626 | 15.564 | 120% |
| 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 | 2.93 | 34% |
| Returns for 1 year | 13.23 | 12.91 | 102% |
| Returns for 3 years | 40.64 | 15.51 | 262% |
| Returns for 5 years | N/A | -2.22 | - |
| Returns for 10 years | N/A | 68.89 | - |