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FNFWX vs OEQAX
FNFWX vs OEQAX Comparison
Open Charts FNFWX vs OEQAX
American Funds New World 529-F-2
Price$89.78
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets70.59B
Oaktree Emerging Markets Equity A
Price$9.09
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets276.95M
FNFWX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 70.6B vs. OEQAX (277M). OEQAX pays higher dividends than FNFWX: OEQAX (1.91) vs FNFWX (0.99). FNFWX was incepted earlier than OEQAX: FNFWX (5 years) vs OEQAX (3 years). OEQAX (1.49) is less costly to investors than FNFWX (0.69). OEQAX is a more actively managed with annual turnover of: 124.00 vs. FNFWX (37.00). FNFWX has a lower initial minimum investment than OEQAX: FNFWX (250) vs OEQAX (1000). OEQAX annual gain was more profitable for investors over the last year : 26.32 vs. FNFWX (16.11).
| FNFWX | OEQAX | FNFWX / OEQAX | |
| Total Expense Ratio | 0.69 | 1.23 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.49 | 46% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 16.779 | 25.726 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6B | 277M | 25,487% |
| Annual Yield % from dividends | 0.99 | 1.91 | 52% |
| Returns for 1 year | 16.11 | 26.32 | 61% |
| Returns for 3 years | 36.15 | 29.87 | 121% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | -27.46 | - |
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