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FNFWX vs OEQAX
FNFWX vs OEQAX Comparison
Open Charts FNFWX vs OEQAX
American Funds New World 529-F-2
Price$96.09
Change-$0.05 (-0.05%)
VolumeN/A
Net Assets75.33B
Oaktree Emerging Markets Equity A
Price$10.47
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets315.77M
FNFWX vs OEQAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 75.3B vs. OEQAX (316M). OEQAX pays higher dividends than FNFWX: OEQAX (1.65) vs FNFWX (0.92). 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 : 23.38 vs. FNFWX (13.04).
| 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 | 24.987 | 43.983 | 57% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3B | 316M | 23,829% |
| Annual Yield % from dividends | 0.92 | 1.65 | 56% |
| Returns for 1 year | 13.04 | 23.38 | 56% |
| Returns for 3 years | 60.05 | 61.15 | 98% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | -12.27 | - |
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