Interact to see
Advertisement
Advertisement
FNFWX vs OEQAX
FNFWX vs OEQAX Comparison
Open Charts FNFWX vs OEQAX
American Funds New World 529-F-2
Price$90.66
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets71.43B
Oaktree Emerging Markets Equity A
Price$9.35
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets279.93M
FNFWX vs OEQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 71.4B vs. OEQAX (280M). OEQAX pays higher dividends than FNFWX: OEQAX (1.81) vs FNFWX (0.96). 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 : 24.34 vs. FNFWX (14.10).
| 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 | 17.924 | 28.631 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4B | 280M | 25,500% |
| Annual Yield % from dividends | 0.96 | 1.81 | 53% |
| Returns for 1 year | 14.10 | 24.34 | 58% |
| Returns for 3 years | 43.25 | 38.97 | 111% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | -19.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers